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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 | $2,481 | $149,040-98.3% | $120,225-97.9% | $137,256-98.2% |
| Participation rate | 58.8% | 75.4%-16.6pp | 69.6%-10.8pp | 80.0%-21.1pp |
| Annual return | 31.92% | 605.68%-573.8pp | 439.23%-407.3pp | 220.34%-188.4pp |
| Employer contribution / active EE | $304 | $4,350-93.0% | $3,475-91.3% | $4,156-92.7% |
| Participant deferral / active EE | $304 | $4,655-93.5% | $3,999-92.4% | $6,407-95.3% |
| Admin fee / account holder | $6 | $6,348-99.9% | $5,696-99.9% | $12,270-100.0% |