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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 | $694 | $57,312-98.8% | $86,617-99.2% | $75,181-99.1% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 25.00% | 2672.78%-2647.8pp | 591.91%-566.9pp | 160.69%-135.7pp |
| Employer contribution / active EE | $467 | $2,315-79.8% | $3,023-84.5% | $2,671-82.5% |
| Participant deferral / active EE | $92 | $3,319-97.2% | $4,437-97.9% | $4,126-97.8% |
| Admin fee / account holder | $82 | $4,114-98.0% | $5,613-98.5% | $5,650-98.5% |