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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 | $5,759 | $96,678-94.0% | $86,640-93.4% | $139,466-95.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.18% | 106.69%-91.5pp | 592.52%-577.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $629 | $3,265-80.7% | $3,024-79.2% | $4,754-86.8% |
| Participant deferral / active EE | $692 | $4,837-85.7% | $4,438-84.4% | $6,712-89.7% |
| Admin fee / account holder | $91 | $6,410-98.6% | $5,616-98.4% | $11,409-99.2% |