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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 | $12,176 | $82,674-85.3% | $125,363-90.3% | $68,495-82.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | 83.02% | -5.97%+89.0pp | 572.15%-489.1pp | -7.84%+90.9pp |
| Employer contribution / active EE | $747 | $3,382-77.9% | $4,815-84.5% | $2,596-71.2% |
| Participant deferral / active EE | $1,459 | $6,111-76.1% | $7,447-80.4% | $4,028-63.8% |
| Admin fee / account holder | $36 | $6,276-99.4% | $10,005-99.6% | $5,403-99.3% |