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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 | $2,083 | $80,812-97.4% | $160,784-98.7% | $82,448-97.5% |
| Participation rate | 34.6% | 66.2%-31.6pp | 77.0%-42.3pp | 68.1%-33.5pp |
| Annual return | 38.45% | 100.59%-62.1pp | 1803.92%-1765.5pp | 41.64%-3.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $523 | $4,335-87.9% | $6,293-91.7% | $4,139-87.4% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |