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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 | $2,996 | $96,236-96.9% | $136,072-97.8% | $80,935-96.3% |
| Participation rate | 47.9% | 71.2%-23.3pp | 76.4%-28.5pp | 67.7%-19.7pp |
| Annual return | 77.75% | 28.74%+49.0pp | 580.46%-502.7pp | 35.66%+42.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,216-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $623 | $5,709-89.1% | $7,028-91.1% | $4,299-85.5% |
| Admin fee / account holder | $74 | $8,250-99.1% | $6,718-98.9% | $6,924-98.9% |