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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 | $1,357 | $77,920-98.3% | $149,723-99.1% | $75,177-98.2% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 109.38% | 31.72%+77.7pp | 134.50%-25.1pp | 160.75%-51.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $736 | $3,411-78.4% | $5,682-87.1% | $4,126-82.2% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |