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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 | $2,686 | $68,097-96.1% | $62,929-95.7% | $137,256-98.0% |
| Participation rate | 56.3% | 77.4%-21.2pp | 73.1%-16.9pp | 80.0%-23.7pp |
| Annual return | 19.87% | 1859.11%-1839.2pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $737 | $4,553-83.8% | $3,888-81.0% | $6,407-88.5% |
| Admin fee / account holder | $80 | $6,521-98.8% | $5,065-98.4% | $12,270-99.3% |