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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 | $3,889 | $80,812-95.2% | $160,784-97.6% | $82,448-95.3% |
| Participation rate | 66.1% | 66.2%-0.2pp | 77.0%-10.9pp | 68.1%-2.0pp |
| Annual return | 28.74% | 100.59%-71.8pp | 1803.92%-1775.2pp | 41.64%-12.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,249 | $4,335-71.2% | $6,293-80.1% | $4,139-69.8% |
| Admin fee / account holder | $40 | $7,695-99.5% | $9,717-99.6% | $7,234-99.4% |