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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 | $348 | $96,361-99.6% | $80,607-99.6% | $139,456-99.8% |
| Participation rate | 69.6% | 73.6%-4.1pp | 67.0%+2.6pp | 80.3%-10.8pp |
| Annual return | 13.89% | 1350.95%-1337.1pp | 936.11%-922.2pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $265 | $5,232-94.9% | $4,448-94.0% | $6,711-96.1% |
| Admin fee / account holder | $66 | $6,601-99.0% | $5,379-98.8% | $11,407-99.4% |