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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 | $1,100 | $65,555-98.3% | $86,216-98.7% | $75,173-98.5% |
| Participation rate | 68.5% | 60.5%+8.0pp | 69.0%-0.5pp | 67.2%+1.3pp |
| Annual return | 13.99% | 46.07%-32.1pp | 1169.42%-1155.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $448 | $3,023-85.2% | $3,986-88.8% | $4,126-89.1% |
| Admin fee / account holder | $140 | $5,469-97.4% | $6,853-98.0% | $5,651-97.5% |