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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 | $5,838 | $57,305-89.8% | $86,640-93.3% | $75,173-92.2% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 31.28% | 2674.24%-2643.0pp | 592.52%-561.2pp | 160.72%-129.4pp |
| Employer contribution / active EE | $399 | $2,316-82.8% | $3,024-86.8% | $2,671-85.0% |
| Participant deferral / active EE | $806 | $3,320-75.7% | $4,438-81.8% | $4,126-80.5% |
| Admin fee / account holder | $218 | $4,116-94.7% | $5,616-96.1% | $5,651-96.1% |