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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 | $3,373 | $65,575-94.9% | $86,209-96.1% | $75,181-95.5% |
| Participation rate | 6.6% | 60.5%-53.9pp | 69.0%-62.4pp | 67.2%-60.6pp |
| Annual return | 26.52% | 46.07%-19.5pp | 1169.05%-1142.5pp | 160.69%-134.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $169 | $3,023-94.4% | $3,986-95.8% | $4,126-95.9% |
| Admin fee / account holder | $140 | $5,470-97.4% | $6,853-98.0% | $5,650-97.5% |