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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 | $3,515 | $100,139-96.5% | $85,187-95.9% | $145,884-97.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 18.47% | 84.15%-65.7pp | 66.67%-48.2pp | 551.85%-533.4pp |
| Employer contribution / active EE | $597 | $3,238-81.6% | $2,732-78.1% | $4,662-87.2% |
| Participant deferral / active EE | $649 | $5,296-87.7% | $4,525-85.7% | $6,690-90.3% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |