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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 | $2,696 | $69,774-96.1% | $67,575-96.0% | $74,459-96.4% |
| Participation rate | 52.9% | 71.4%-18.5pp | 72.9%-20.0pp | 67.2%-14.3pp |
| Annual return | 15.02% | -40.53%+55.5pp | 3528.98%-3514.0pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $448 | $3,636-87.7% | $4,003-88.8% | $4,350-89.7% |
| Admin fee / account holder | $72 | $890-91.9% | $3,993-98.2% | $1,945-96.3% |