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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 | $10,883 | $60,393-82.0% | $81,820-86.7% | $74,429-85.4% |
| Participation rate | 24.8% | 62.9%-38.1pp | 72.4%-47.6pp | 67.2%-42.4pp |
| Annual return | 13.54% | 16.89%-3.3pp | 777.93%-764.4pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $381 | $2,626-85.5% | $2,915-86.9% | $2,625-85.5% |
| Participant deferral / active EE | $222 | $3,397-93.5% | $4,323-94.9% | $4,348-94.9% |
| Admin fee / account holder | $86 | $1,491-94.2% | $7,391-98.8% | $1,944-95.6% |