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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 | $3,091 | $100,938-96.9% | $90,461-96.6% | $158,982-98.1% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 26.52% | 1727.20%-1700.7pp | 1294.76%-1268.2pp | 302.99%-276.5pp |
| Employer contribution / active EE | $199 | $3,691-94.6% | $3,264-93.9% | $4,763-95.8% |
| Participant deferral / active EE | $238 | $4,350-94.5% | $3,964-94.0% | $5,983-96.0% |
| Admin fee / account holder | $10 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |