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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 | $8,111 | $69,771-88.4% | $67,524-88.0% | $74,400-89.1% |
| Participation rate | 7.0% | 71.4%-64.4pp | 72.9%-65.9pp | 67.2%-60.2pp |
| Annual return | 20.36% | -40.49%+60.9pp | 3519.41%-3499.1pp | 1367.51%-1347.2pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $381 | $3,638-89.5% | $4,001-90.5% | $4,348-91.2% |
| Admin fee / account holder | $260 | $889-70.8% | $4,001-93.5% | $1,944-86.6% |