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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 | $13,792 | $65,555-79.0% | $86,216-84.0% | $75,173-81.7% |
| Participation rate | 18.4% | 60.5%-42.1pp | 69.0%-50.5pp | 67.2%-48.8pp |
| Annual return | 16.13% | 46.07%-29.9pp | 1169.42%-1153.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $380 | $1,553-75.5% | $2,382-84.1% | $2,671-85.8% |
| Participant deferral / active EE | $897 | $3,023-70.3% | $3,986-77.5% | $4,126-78.3% |
| Admin fee / account holder | $296 | $5,469-94.6% | $6,853-95.7% | $5,651-94.8% |