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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 | $2,539 | $102,635-97.5% | $86,209-97.1% | $139,456-98.2% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 41.23% | 1923.53%-1882.3pp | 1169.05%-1127.8pp | 373.45%-332.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,023 | $4,677-78.1% | $3,986-74.3% | $6,711-84.8% |
| Admin fee / account holder | $152 | $8,661-98.3% | $6,853-97.8% | $11,407-98.7% |