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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 | $6,441 | $103,000-93.7% | $90,300-92.9% | $152,885-95.8% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.5%-46.1pp |
| Annual return | 20.75% | 95.19%-74.4pp | 78.11%-57.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $499 | $3,138-84.1% | $2,854-82.5% | $4,763-89.5% |
| Participant deferral / active EE | $499 | $4,281-88.3% | $3,884-87.2% | $5,851-91.5% |
| Admin fee / account holder | $19 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |