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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 | $5,248 | $99,921-94.7% | $85,009-93.8% | $145,959-96.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 11.81% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.1pp |
| Employer contribution / active EE | $630 | $3,233-80.5% | $2,728-76.9% | $4,661-86.5% |
| Participant deferral / active EE | $777 | $5,293-85.3% | $4,522-82.8% | $6,689-88.4% |
| Admin fee / account holder | $13 | $7,252-99.8% | $6,153-99.8% | $13,398-99.9% |