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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 | $5,764 | $57,305-89.9% | $86,640-93.3% | $75,173-92.3% |
| Participation rate | 47.6% | 63.2%-15.6pp | 71.7%-24.1pp | 67.2%-19.6pp |
| Annual return | 18.37% | 2674.24%-2655.9pp | 592.52%-574.1pp | 160.72%-142.3pp |
| Employer contribution / active EE | $311 | $2,316-86.6% | $3,024-89.7% | $2,671-88.4% |
| Participant deferral / active EE | $798 | $3,320-75.9% | $4,438-82.0% | $4,126-80.7% |
| Admin fee / account holder | $67 | $4,116-98.4% | $5,616-98.8% | $5,651-98.8% |