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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 | $772 | $76,522-99.0% | $56,033-98.6% | $145,884-99.5% |
| Participation rate | 65.0% | 63.2%+1.8pp | 52.5%+12.5pp | 80.3%-15.3pp |
| Annual return | 15.06% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.8pp |
| Employer contribution / active EE | $127 | $1,382-90.8% | $1,041-87.8% | $4,662-97.3% |
| Participant deferral / active EE | $138 | $2,624-94.8% | $1,954-93.0% | $6,690-97.9% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |