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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 | $8,607 | $109,863-92.2% | $98,477-91.3% | $167,518-94.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 21.73% | 1958.09%-1936.4pp | 1493.59%-1471.9pp | 478.71%-457.0pp |
| Employer contribution / active EE | $817 | $3,225-74.7% | $2,961-72.4% | $4,838-83.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $227 | $6,755-96.6% | $5,951-96.2% | $12,312-98.2% |