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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 | $1,648 | $53,063-96.9% | $124,206-98.7% | $82,637-98.0% |
| Participation rate | 57.4% | 58.4%-1.0pp | 69.6%-12.2pp | 68.1%-10.7pp |
| Annual return | 19.33% | 68.87%-49.5pp | 515.27%-495.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $451 | $2,644-82.9% | $3,968-88.6% | $4,126-89.1% |
| Admin fee / account holder | $111 | $4,281-97.4% | $5,929-98.1% | $7,339-98.5% |