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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 | $10,795 | $60,119-82.0% | $90,430-88.1% | $79,858-86.5% |
| Participation rate | 35.3% | 65.0%-29.7pp | 72.7%-37.4pp | 69.6%-34.3pp |
| Annual return | 21.76% | 71.94%-50.2pp | 1293.73%-1272.0pp | 31.72%-10.0pp |
| Employer contribution / active EE | $593 | $2,068-71.3% | $3,262-81.8% | $2,471-76.0% |
| Participant deferral / active EE | $718 | $2,938-75.6% | $3,963-81.9% | $3,740-80.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |