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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 | $5,956 | $81,208-92.7% | $98,916-94.0% | $79,858-92.5% |
| Participation rate | 14.8% | 72.5%-57.7pp | 76.0%-61.2pp | 69.6%-54.8pp |
| Annual return | 404.11% | 60.99%+343.1pp | 196.45%+207.7pp | 31.72%+372.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $756 | $3,265-76.8% | $4,245-82.2% | $3,740-79.8% |
| Admin fee / account holder | $125 | $6,013-97.9% | $6,642-98.1% | $5,306-97.6% |