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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 | $10,599 | $63,346-83.3% | $92,240-88.5% | $70,126-84.9% |
| Participation rate | 26.2% | 68.7%-42.5pp | 76.5%-50.3pp | 69.5%-43.3pp |
| Annual return | 32.53% | 530.19%-497.7pp | 176.29%-143.8pp | 73.15%-40.6pp |
| Employer contribution / active EE | $598 | $2,471-75.8% | $3,680-83.7% | $2,343-74.5% |
| Participant deferral / active EE | $902 | $2,854-68.4% | $3,897-76.8% | $3,332-72.9% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |