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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 | $1,203 | $29,319-95.9% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 44.4% | 46.9%-2.4pp | 55.6%-11.2pp | 68.1%-23.6pp |
| Annual return | 36.90% | 535.20%-498.3pp | 302.12%-265.2pp | 41.64%-4.7pp |
| Employer contribution / active EE | $156 | $586-73.4% | $914-82.9% | $2,551-93.9% |
| Participant deferral / active EE | $156 | $1,171-86.7% | $1,790-91.3% | $4,139-96.2% |
| Admin fee / account holder | $3 | $1,962-99.8% | $2,495-99.9% | $7,234-100.0% |