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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 | $10,117 | $111,785-90.9% | $93,669-89.2% | $145,877-93.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 13.55% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $779 | $3,096-74.8% | $2,424-67.9% | $4,663-83.3% |
| Participant deferral / active EE | $779 | $4,919-84.2% | $4,416-82.4% | $6,691-88.4% |
| Admin fee / account holder | $56 | $10,256-99.5% | $8,291-99.3% | $13,402-99.6% |