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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 | $5,400 | $58,275-90.7% | $81,844-93.4% | $80,935-93.3% |
| Participation rate | 8.0% | 63.5%-55.5pp | 72.4%-64.4pp | 67.7%-59.7pp |
| Annual return | 45.32% | 41.82%+3.5pp | 778.87%-733.5pp | 35.66%+9.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $515 | $3,285-84.3% | $4,323-88.1% | $4,299-88.0% |
| Admin fee / account holder | $17 | $4,749-99.6% | $7,355-99.8% | $6,924-99.8% |