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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 | $1,701 | $60,504-97.2% | $81,882-97.9% | $74,478-97.7% |
| Participation rate | 6.9% | 62.9%-56.0pp | 72.4%-65.5pp | 67.2%-60.3pp |
| Annual return | 63.92% | 16.91%+47.0pp | 779.47%-715.6pp | 1370.56%-1306.6pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $132 | $3,400-96.1% | $4,323-97.0% | $4,350-97.0% |
| Admin fee / account holder | $138 | $1,492-90.8% | $7,360-98.1% | $1,946-92.9% |