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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 | $888 | $27,936-96.8% | $58,561-98.5% | $75,173-98.8% |
| Participation rate | 36.0% | 38.8%-2.8pp | 50.9%-14.8pp | 67.2%-31.2pp |
| Annual return | 21.74% | 44.21%-22.5pp | 4251.33%-4229.6pp | 160.72%-139.0pp |
| Employer contribution / active EE | $97 | $670-85.5% | $1,053-90.8% | $2,671-96.4% |
| Participant deferral / active EE | $98 | $1,202-91.9% | $1,923-94.9% | $4,126-97.6% |
| Admin fee / account holder | $69 | $1,727-96.0% | $2,520-97.3% | $5,651-98.8% |