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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 | $4,869 | $106,918-95.4% | $84,021-94.2% | $152,897-96.8% |
| Participation rate | 23.1% | 75.2%-52.2pp | 69.0%-45.9pp | 82.5%-59.4pp |
| Annual return | 233.08% | 105.01%+128.1pp | 71.32%+161.8pp | 345.43%-112.3pp |
| Employer contribution / active EE | $396 | $2,735-85.5% | $1,984-80.0% | $4,764-91.7% |
| Participant deferral / active EE | $592 | $4,012-85.2% | $3,239-81.7% | $5,851-89.9% |
| Admin fee / account holder | $15 | $8,288-99.8% | $6,102-99.8% | $11,599-99.9% |