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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 | $52,353-96.6% | $120,225-98.5% | $82,448-97.9% |
| Participation rate | 59.3% | 58.3%+0.9pp | 69.6%-10.3pp | 68.1%-8.8pp |
| Annual return | 26.69% | 61.85%-35.2pp | 439.23%-412.5pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $308 | $2,627-88.3% | $3,999-92.3% | $4,139-92.6% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |