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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 | $2,798 | $58,241-95.2% | $81,780-96.6% | $80,911-96.5% |
| Participation rate | 6.7% | 63.4%-56.8pp | 72.4%-65.7pp | 67.6%-61.0pp |
| Annual return | 104.88% | 41.73%+63.2pp | 776.27%-671.4pp | 35.63%+69.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $174 | $3,283-94.7% | $4,321-96.0% | $4,297-95.9% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |