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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 | $3,380 | $69,771-95.2% | $67,524-95.0% | $74,400-95.5% |
| Participation rate | 8.2% | 71.4%-63.1pp | 72.9%-64.7pp | 67.2%-59.0pp |
| Annual return | 14.01% | -40.49%+54.5pp | 3519.41%-3505.4pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $171 | $3,638-95.3% | $4,001-95.7% | $4,348-96.1% |
| Admin fee / account holder | $119 | $889-86.6% | $4,001-97.0% | $1,944-93.9% |