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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 | $2,463 | $154,193-98.4% | $130,045-98.1% | $139,466-98.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.1pp | 80.3%-35.9pp |
| Annual return | 44.41% | 32.51%+11.9pp | -137.30%+181.7pp | 373.66%-329.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $705 | $6,709-89.5% | $5,820-87.9% | $6,712-89.5% |
| Admin fee / account holder | $50 | $13,989-99.6% | $10,600-99.5% | $11,409-99.6% |