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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 | $4,473 | $60,128-92.6% | $90,440-95.1% | $79,852-94.4% |
| Participation rate | 30.3% | 65.0%-34.7pp | 72.7%-42.4pp | 69.6%-39.3pp |
| Annual return | 35.16% | 71.95%-36.8pp | 1294.38%-1259.2pp | 31.72%+3.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $634 | $2,939-78.4% | $3,964-84.0% | $3,740-83.1% |
| Admin fee / account holder | $13 | $3,977-99.7% | $5,615-99.8% | $5,306-99.8% |