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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 | $3,564 | $80,812-95.6% | $160,784-97.8% | $82,448-95.7% |
| Participation rate | 21.1% | 66.2%-45.2pp | 77.0%-55.9pp | 68.1%-47.0pp |
| Annual return | 21.23% | 100.59%-79.4pp | 1803.92%-1782.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $259 | $4,335-94.0% | $6,293-95.9% | $4,139-93.7% |
| Admin fee / account holder | $188 | $7,695-97.6% | $9,717-98.1% | $7,234-97.4% |