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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 | $1,637 | $57,330-97.1% | $86,656-98.1% | $75,177-97.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 32.21% | 2675.40%-2643.2pp | 593.09%-560.9pp | 160.75%-128.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $719 | $3,320-78.3% | $4,439-83.8% | $4,126-82.6% |
| Admin fee / account holder | $78 | $4,115-98.1% | $5,619-98.6% | $5,651-98.6% |