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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 | $6,613 | $100,911-93.4% | $90,440-92.7% | $158,966-95.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 31.32% | 1726.62%-1695.3pp | 1294.38%-1263.1pp | 302.95%-271.6pp |
| Employer contribution / active EE | $279 | $3,690-92.4% | $3,263-91.4% | $4,762-94.1% |
| Participant deferral / active EE | $391 | $4,348-91.0% | $3,964-90.1% | $5,983-93.5% |
| Admin fee / account holder | $18 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |