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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 | $4,917 | $49,199-90.0% | $121,204-95.9% | $75,173-93.5% |
| Participation rate | 11.5% | 55.4%-43.9pp | 69.5%-58.0pp | 67.2%-55.7pp |
| Annual return | 39.49% | 56.04%-16.6pp | 987.18%-947.7pp | 160.72%-121.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $451 | $2,630-82.8% | $4,083-89.0% | $4,126-89.1% |
| Admin fee / account holder | $11 | $3,946-99.7% | $5,651-99.8% | $5,651-99.8% |