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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 | $359 | $49,976-99.3% | $66,674-99.5% | $82,637-99.6% |
| Participation rate | 63.6% | 63.1%+0.5pp | 73.7%-10.0pp | 68.1%-4.4pp |
| Annual return | 1419.15% | 39.09%+1380.1pp | 321.24%+1097.9pp | 53.51%+1365.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $297 | $2,847-89.6% | $4,084-92.7% | $4,126-92.8% |
| Admin fee / account holder | $78 | $4,594-98.3% | $5,098-98.5% | $7,339-98.9% |