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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 | $69,774-95.2% | $67,575-95.0% | $74,459-95.5% |
| Participation rate | 8.2% | 71.4%-63.2pp | 72.9%-64.7pp | 67.2%-59.0pp |
| Annual return | 14.01% | -40.53%+54.5pp | 3528.98%-3515.0pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $171 | $3,636-95.3% | $4,003-95.7% | $4,350-96.1% |
| Admin fee / account holder | $119 | $890-86.6% | $3,993-97.0% | $1,945-93.9% |