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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 | $1,119 | $65,566-98.3% | $86,235-98.7% | $75,177-98.5% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 31.07% | 46.07%-15.0pp | 1170.03%-1139.0pp | 160.75%-129.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $541 | $3,023-82.1% | $3,987-86.4% | $4,126-86.9% |
| Admin fee / account holder | $95 | $5,470-98.3% | $6,856-98.6% | $5,651-98.3% |