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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 | $2,080 | $102,595-98.0% | $94,057-97.8% | $154,746-98.7% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 12128.57% | 583.42%+11545.2pp | 480.62%+11648.0pp | 172.34%+11956.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $581 | $5,118-88.6% | $4,709-87.7% | $6,730-91.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |