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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 | $17,560 | $85,766-79.5% | $136,297-87.1% | $70,124-75.0% |
| Participation rate | 42.4% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 53.67% | 31.45%+22.2pp | 5156.19%-5102.5pp | 73.14%-19.5pp |
| Employer contribution / active EE | $884 | $2,966-70.2% | $4,696-81.2% | $2,342-62.2% |
| Participant deferral / active EE | $1,282 | $5,051-74.6% | $6,247-79.5% | $3,332-61.5% |
| Admin fee / account holder | $101 | $5,420-98.1% | $9,244-98.9% | $4,645-97.8% |