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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 | $5,956 | $58,927-89.9% | $76,823-92.2% | $72,983-91.8% |
| Participation rate | 34.4% | 67.3%-33.0pp | 72.1%-37.7pp | 69.5%-35.1pp |
| Annual return | 44.13% | 2305.64%-2261.5pp | 1166.42%-1122.3pp | 81.01%-36.9pp |
| Employer contribution / active EE | $563 | $1,787-68.5% | $2,302-75.6% | $2,440-76.9% |
| Participant deferral / active EE | $893 | $2,690-66.8% | $3,336-73.2% | $3,608-75.2% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,422-100.0% | $5,124-100.0% |