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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 | $69,774-97.9% | $67,561-97.8% | $74,429-98.0% |
| Participation rate | 49.5% | 71.4%-21.9pp | 72.9%-23.4pp | 67.2%-17.7pp |
| Annual return | 14.30% | -40.53%+54.8pp | 3525.44%-3511.1pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $415 | $3,636-88.6% | $4,003-89.6% | $4,348-90.4% |
| Admin fee / account holder | $101 | $890-88.6% | $4,006-97.5% | $1,944-94.8% |