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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 | $4,931 | $100,041-95.1% | $149,718-96.7% | $70,131-93.0% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 60.41% | 27.43%+33.0pp | 1501.70%-1441.3pp | 73.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,877 | $4,983-62.3% | $6,568-71.4% | $3,332-43.7% |
| Admin fee / account holder | $27 | $8,286-99.7% | $11,283-99.8% | $4,645-99.4% |