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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 | $9,725 | $49,164-80.2% | $121,169-92.0% | $75,181-87.1% |
| Participation rate | 21.0% | 55.4%-34.5pp | 69.5%-48.6pp | 67.2%-46.2pp |
| Annual return | 34.68% | 56.03%-21.3pp | 986.71%-952.0pp | 160.69%-126.0pp |
| Employer contribution / active EE | $514 | $1,546-66.8% | $4,168-87.7% | $2,671-80.8% |
| Participant deferral / active EE | $764 | $2,628-70.9% | $4,083-81.3% | $4,126-81.5% |
| Admin fee / account holder | $164 | $3,942-95.8% | $5,645-97.1% | $5,650-97.1% |