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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 | $10,845 | $73,518-85.2% | $63,003-82.8% | $147,585-92.7% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 20.74% | 175.46%-154.7pp | 87.59%-66.8pp | 578.57%-557.8pp |
| Employer contribution / active EE | $351 | $3,322-89.4% | $2,760-87.3% | $4,876-92.8% |
| Participant deferral / active EE | $630 | $4,183-84.9% | $3,329-81.1% | $5,439-88.4% |
| Admin fee / account holder | $25 | $5,952-99.6% | $3,600-99.3% | $10,885-99.8% |