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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 | $15,698 | $65,575-76.1% | $86,209-81.8% | $75,181-79.1% |
| Participation rate | 19.5% | 60.5%-40.9pp | 69.0%-49.4pp | 67.2%-47.7pp |
| Annual return | 20.80% | 46.07%-25.3pp | 1169.05%-1148.3pp | 160.69%-139.9pp |
| Employer contribution / active EE | $573 | $1,553-63.1% | $2,381-76.0% | $2,671-78.6% |
| Participant deferral / active EE | $571 | $3,023-81.1% | $3,986-85.7% | $4,126-86.2% |
| Admin fee / account holder | $55 | $5,470-99.0% | $6,853-99.2% | $5,650-99.0% |