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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 | $4,480 | $111,785-96.0% | $93,669-95.2% | $145,877-96.9% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 16.16% | 203.79%-187.6pp | 133.59%-117.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $678 | $3,096-78.1% | $2,424-72.0% | $4,663-85.5% |
| Participant deferral / active EE | $764 | $4,919-84.5% | $4,416-82.7% | $6,691-88.6% |
| Admin fee / account holder | $173 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |