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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 | $4,443 | $58,391-92.4% | $76,657-94.2% | $72,975-93.9% |
| Participation rate | 38.1% | 67.4%-29.3pp | 72.1%-34.0pp | 69.5%-31.4pp |
| Annual return | 45.33% | 2306.65%-2261.3pp | 1166.74%-1121.4pp | 81.01%-35.7pp |
| Employer contribution / active EE | $586 | $1,787-67.2% | $2,303-74.6% | $2,440-76.0% |
| Participant deferral / active EE | $781 | $2,690-71.0% | $3,335-76.6% | $3,608-78.3% |
| Admin fee / account holder | $29 | $4,014-99.3% | $6,423-99.6% | $5,124-99.4% |