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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 | $6,918 | $138,078-95.0% | $125,363-94.5% | $134,509-94.9% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -17.47% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $994 | $5,245-81.1% | $4,815-79.4% | $4,741-79.0% |
| Participant deferral / active EE | $1,860 | $7,800-76.2% | $7,447-75.0% | $6,400-70.9% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |