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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 | $13,569 | $85,766-84.2% | $136,298-90.0% | $70,126-80.7% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 20.97% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $835 | $2,966-71.9% | $4,696-82.2% | $2,343-64.4% |
| Participant deferral / active EE | $1,954 | $5,051-61.3% | $6,247-68.7% | $3,332-41.4% |
| Admin fee / account holder | $15 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |