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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 | $18,780 | $138,072-86.4% | $123,549-84.8% | $135,382-86.1% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -6.40% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $944 | $5,152-81.7% | $4,628-79.6% | $4,779-80.3% |
| Participant deferral / active EE | $1,104 | $6,799-83.8% | $6,426-82.8% | $5,609-80.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |