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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 | $1,489 | $69,708-97.9% | $67,560-97.8% | $74,478-98.0% |
| Participation rate | 49.5% | 71.4%-21.9pp | 72.9%-23.4pp | 67.2%-17.7pp |
| Annual return | 14.30% | -40.67%+55.0pp | 3533.50%-3519.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $415 | $3,637-88.6% | $4,004-89.6% | $4,350-90.5% |
| Admin fee / account holder | $101 | $887-88.6% | $3,994-97.5% | $1,946-94.8% |