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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 | $8,831 | $111,785-92.1% | $93,669-90.6% | $145,877-93.9% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 16.87% | 203.79%-186.9pp | 133.59%-116.7pp | 551.28%-534.4pp |
| Employer contribution / active EE | $867 | $3,096-72.0% | $2,424-64.2% | $4,663-81.4% |
| Participant deferral / active EE | $1,065 | $4,919-78.4% | $4,416-75.9% | $6,691-84.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |