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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 | $1,768 | $53,063-96.7% | $124,206-98.6% | $82,637-97.9% |
| Participation rate | 59.3% | 58.4%+0.9pp | 69.6%-10.3pp | 68.1%-8.8pp |
| Annual return | 26.69% | 68.87%-42.2pp | 515.27%-488.6pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $308 | $2,644-88.4% | $3,968-92.2% | $4,126-92.5% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |