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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 | $2,076 | $105,160-98.0% | $94,679-97.8% | $139,456-98.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 100.36% | 38.04%+62.3pp | 156.75%-56.4pp | 373.45%-273.1pp |
| Employer contribution / active EE | $669 | $4,107-83.7% | $3,673-81.8% | $4,753-85.9% |
| Participant deferral / active EE | $704 | $7,599-90.7% | $7,417-90.5% | $6,711-89.5% |
| Admin fee / account holder | $34 | $8,988-99.6% | $7,233-99.5% | $11,407-99.7% |