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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 | $1,105 | $111,785-99.0% | $93,669-98.8% | $145,877-99.2% |
| Participation rate | 69.6% | 74.2%-4.7pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 15.50% | 203.79%-188.3pp | 133.59%-118.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $505 | $4,919-89.7% | $4,416-88.6% | $6,691-92.5% |
| Admin fee / account holder | $151 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |