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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 | $5,244 | $96,643-94.6% | $86,617-93.9% | $139,456-96.2% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 21.29% | 106.57%-85.3pp | 591.91%-570.6pp | 373.45%-352.2pp |
| Employer contribution / active EE | $673 | $3,264-79.4% | $3,023-77.7% | $4,753-85.8% |
| Participant deferral / active EE | $800 | $4,835-83.5% | $4,437-82.0% | $6,711-88.1% |
| Admin fee / account holder | $229 | $6,406-96.4% | $5,613-95.9% | $11,407-98.0% |