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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 | $9,158 | $165,399-94.5% | $149,745-93.9% | $158,982-94.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 111.46% | 348.34%-236.9pp | 276.72%-165.3pp | 302.99%-191.5pp |
| Employer contribution / active EE | $1,705 | $5,105-66.6% | $4,646-63.3% | $4,763-64.2% |
| Participant deferral / active EE | $1,705 | $7,183-76.3% | $6,843-75.1% | $5,983-71.5% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |