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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 | $1,358 | $55,446-97.6% | $155,574-99.1% | $74,429-98.2% |
| Participation rate | 18.2% | 61.9%-43.7pp | 78.2%-60.0pp | 67.2%-49.0pp |
| Annual return | 12.60% | 269.20%-256.6pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $84 | $2,836-97.1% | $5,629-98.5% | $4,348-98.1% |
| Admin fee / account holder | $276 | $1,743-84.2% | $15,914-98.3% | $1,944-85.8% |