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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,888 | $63,768-95.5% | $98,477-97.1% | $79,393-96.4% |
| Participation rate | 16.0% | 69.9%-53.9pp | 73.3%-57.3pp | 70.7%-54.7pp |
| Annual return | 17.11% | 626.18%-609.1pp | 1493.59%-1476.5pp | 116.87%-99.8pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $212 | $3,305-93.6% | $4,276-95.0% | $4,046-94.8% |
| Admin fee / account holder | $11 | $516-97.9% | $5,951-99.8% | $627-98.3% |