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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 | $11,229 | $111,785-90.0% | $93,669-88.0% | $145,877-92.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 12.36% | 203.79%-191.4pp | 133.59%-121.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $893 | $3,096-71.1% | $2,424-63.1% | $4,663-80.8% |
| Participant deferral / active EE | $1,117 | $4,919-77.3% | $4,416-74.7% | $6,691-83.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |