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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 | $14,020 | $58,391-76.0% | $76,657-81.7% | $72,975-80.8% |
| Participation rate | 33.3% | 67.4%-34.0pp | 72.1%-38.8pp | 69.5%-36.2pp |
| Annual return | 48.77% | 2306.65%-2257.9pp | 1166.74%-1118.0pp | 81.01%-32.2pp |
| Employer contribution / active EE | $775 | $1,787-56.6% | $2,303-66.3% | $2,440-68.2% |
| Participant deferral / active EE | $904 | $2,690-66.4% | $3,335-72.9% | $3,608-74.9% |
| Admin fee / account holder | $117 | $4,014-97.1% | $6,423-98.2% | $5,124-97.7% |