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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 | $9,731 | $111,785-91.3% | $93,669-89.6% | $145,877-93.3% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 10.40% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $912 | $3,096-70.6% | $2,424-62.4% | $4,663-80.5% |
| Participant deferral / active EE | $1,109 | $4,919-77.5% | $4,416-74.9% | $6,691-83.4% |
| Admin fee / account holder | $154 | $10,256-98.5% | $8,291-98.1% | $13,402-98.8% |