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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 | $4,840 | $226,135-97.9% | $182,558-97.3% | $152,909-96.8% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 48.13% | 192.60%-144.5pp | 148.59%-100.5pp | 345.46%-297.3pp |
| Employer contribution / active EE | $519 | $4,979-89.6% | $4,076-87.3% | $4,764-89.1% |
| Participant deferral / active EE | $855 | $6,371-86.6% | $5,526-84.5% | $5,851-85.4% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |