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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 | $3,655 | $112,933-96.8% | $90,970-96.0% | $158,982-97.7% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 47.08% | 215.82%-168.7pp | 134.60%-87.5pp | 302.99%-255.9pp |
| Employer contribution / active EE | $776 | $2,893-73.2% | $2,122-63.4% | $4,763-83.7% |
| Participant deferral / active EE | $795 | $4,128-80.7% | $3,373-76.4% | $5,983-86.7% |
| Admin fee / account holder | $9 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |