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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 | $8,019 | $56,431-85.8% | $130,788-93.9% | $87,485-90.8% |
| Participation rate | 32.4% | 58.9%-26.6pp | 70.1%-37.7pp | 68.9%-36.6pp |
| Annual return | 31.03% | 91.27%-60.2pp | 386.44%-355.4pp | 26.06%+5.0pp |
| Employer contribution / active EE | $443 | $1,549-71.4% | $3,558-87.5% | $2,596-82.9% |
| Participant deferral / active EE | $787 | $2,749-71.4% | $4,137-81.0% | $4,274-81.6% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |