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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 | $2,931 | $134,817-97.8% | $123,973-97.6% | $155,188-98.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 16.60% | 515.49%-498.9pp | 388.13%-371.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,804 | $4,425-36.6% | $4,126-32.0% | $4,248-34.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $235 | $13,245-98.2% | $11,799-98.0% | $14,480-98.4% |