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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 | $991 | $111,830-99.1% | $93,696-98.9% | $145,884-99.3% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 17.45% | 204.08%-186.6pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $221 | $4,920-95.5% | $4,417-95.0% | $6,690-96.7% |
| Admin fee / account holder | $1 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |