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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 | $9,849 | $55,713-82.3% | $75,894-87.0% | $72,983-86.5% |
| Participation rate | 37.2% | 61.1%-23.9pp | 69.3%-32.1pp | 69.5%-32.3pp |
| Annual return | 1976.27% | 27.60%+1948.7pp | 30.76%+1945.5pp | 81.01%+1895.3pp |
| Employer contribution / active EE | $351 | $1,687-79.2% | $2,501-86.0% | $2,440-85.6% |
| Participant deferral / active EE | $705 | $2,634-73.2% | $3,603-80.4% | $3,608-80.5% |
| Admin fee / account holder | $10 | $3,980-99.8% | $5,420-99.8% | $5,124-99.8% |