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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 | $3,300 | $70,666-95.3% | $169,385-98.1% | $75,181-95.6% |
| Participation rate | 51.7% | 64.8%-13.1pp | 77.2%-25.4pp | 67.2%-15.5pp |
| Annual return | 302.44% | 36.37%+266.1pp | 405.82%-103.4pp | 160.69%+141.7pp |
| Employer contribution / active EE | $723 | $2,210-67.3% | $4,012-82.0% | $2,671-72.9% |
| Participant deferral / active EE | $903 | $4,308-79.0% | $6,221-85.5% | $4,126-78.1% |
| Admin fee / account holder | $156 | $5,402-97.1% | $9,011-98.3% | $5,650-97.2% |