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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 | $10,847 | $102,393-89.4% | $147,041-92.6% | $80,911-86.6% |
| Participation rate | 49.3% | 75.9%-26.6pp | 82.2%-32.9pp | 67.6%-18.4pp |
| Annual return | 44.92% | 134.95%-90.0pp | 419.21%-374.3pp | 35.63%+9.3pp |
| Employer contribution / active EE | $1,101 | $3,715-70.4% | $4,935-77.7% | $2,756-60.0% |
| Participant deferral / active EE | $1,217 | $6,647-81.7% | $8,071-84.9% | $4,297-71.7% |
| Admin fee / account holder | $56 | $7,943-99.3% | $13,006-99.6% | $6,935-99.2% |