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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 | $4,177 | $100,801-95.9% | $149,730-97.2% | $73,412-94.3% |
| Participation rate | 28.0% | 77.7%-49.7pp | 82.5%-54.5pp | 72.2%-44.2pp |
| Annual return | 221.82% | 265.34%-43.5pp | 276.70%-54.9pp | 59.30%+162.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $850 | $6,404-86.7% | $6,843-87.6% | $3,806-77.7% |
| Admin fee / account holder | $16 | $181-90.9% | $9,310-99.8% | $158-89.6% |