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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 | $1,735 | $65,575-97.4% | $86,209-98.0% | $75,181-97.7% |
| Participation rate | 14.3% | 60.5%-46.2pp | 69.0%-54.7pp | 67.2%-52.9pp |
| Annual return | 38.73% | 46.07%-7.3pp | 1169.05%-1130.3pp | 160.69%-122.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $209 | $3,023-93.1% | $3,986-94.8% | $4,126-94.9% |
| Admin fee / account holder | $21 | $5,470-99.6% | $6,853-99.7% | $5,650-99.6% |