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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 | $1,566 | $104,937-98.5% | $84,628-98.1% | $152,897-99.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 45.49% | 373.88%-328.4pp | 258.80%-213.3pp | 345.43%-299.9pp |
| Employer contribution / active EE | $694 | $3,303-79.0% | $2,653-73.8% | $4,764-85.4% |
| Participant deferral / active EE | $777 | $4,690-83.4% | $3,900-80.1% | $5,851-86.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |