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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 | $3,943 | $65,575-94.0% | $86,209-95.4% | $75,181-94.8% |
| Participation rate | 9.4% | 60.5%-51.1pp | 69.0%-59.6pp | 67.2%-57.8pp |
| Annual return | 140.05% | 46.07%+94.0pp | 1169.05%-1029.0pp | 160.69%-20.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $436 | $3,023-85.6% | $3,986-89.1% | $4,126-89.4% |
| Admin fee / account holder | $5 | $5,470-99.9% | $6,853-99.9% | $5,650-99.9% |