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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 | $6,452 | $100,895-93.6% | $90,430-92.9% | $158,950-95.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 22.05% | 1725.54%-1703.5pp | 1293.73%-1271.7pp | 302.91%-280.9pp |
| Employer contribution / active EE | $314 | $3,689-91.5% | $3,262-90.4% | $4,762-93.4% |
| Participant deferral / active EE | $380 | $4,347-91.2% | $3,963-90.4% | $5,983-93.6% |
| Admin fee / account holder | $47 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |