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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 | $1,067 | $57,305-98.1% | $86,640-98.8% | $75,173-98.6% |
| Participation rate | 68.3% | 63.2%+5.1pp | 71.7%-3.4pp | 67.2%+1.1pp |
| Annual return | 21.23% | 2674.24%-2653.0pp | 592.52%-571.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $492 | $3,320-85.2% | $4,438-88.9% | $4,126-88.1% |
| Admin fee / account holder | $105 | $4,116-97.4% | $5,616-98.1% | $5,651-98.1% |