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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 | $1,564 | $88,702-98.2% | $81,780-98.1% | $145,978-98.9% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 41.83% | 1029.12%-987.3pp | 776.27%-734.4pp | 550.52%-508.7pp |
| Employer contribution / active EE | $482 | $3,084-84.4% | $2,914-83.5% | $4,662-89.7% |
| Participant deferral / active EE | $482 | $4,645-89.6% | $4,321-88.8% | $6,690-92.8% |
| Admin fee / account holder | $7 | $8,414-99.9% | $7,384-99.9% | $13,400-100.0% |