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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 | $1,295 | $102,635-98.7% | $86,209-98.5% | $139,456-99.1% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | 18.07% | 1923.53%-1905.5pp | 1169.05%-1151.0pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $429 | $4,677-90.8% | $3,986-89.2% | $6,711-93.6% |
| Admin fee / account holder | $45 | $8,661-99.5% | $6,853-99.3% | $11,407-99.6% |