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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 | $9,362 | $138,078-93.2% | $125,363-92.5% | $134,509-93.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -20.63% | 750.49%-771.1pp | 572.15%-592.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $988 | $5,245-81.2% | $4,815-79.5% | $4,741-79.2% |
| Participant deferral / active EE | $1,645 | $7,800-78.9% | $7,447-77.9% | $6,400-74.3% |
| Admin fee / account holder | $55 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |