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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 | $3,158 | $29,525-89.3% | $56,033-94.4% | $77,736-95.9% |
| Participation rate | 7.3% | 32.7%-25.4pp | 52.5%-45.2pp | 70.6%-63.3pp |
| Annual return | 87.41% | 18.90%+68.5pp | 1711.38%-1624.0pp | 31.26%+56.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $275 | $1,062-74.1% | $1,954-85.9% | $4,651-94.1% |
| Admin fee / account holder | $145 | $1,040-86.1% | $2,827-94.9% | $433-66.6% |