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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 | $7,405 | $118,708-93.8% | $98,920-92.5% | $158,982-95.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 50.24% | 372.49%-322.2pp | 196.47%-146.2pp | 302.99%-252.7pp |
| Employer contribution / active EE | $581 | $3,334-82.6% | $2,689-78.4% | $4,763-87.8% |
| Participant deferral / active EE | $1,214 | $5,089-76.1% | $4,245-71.4% | $5,983-79.7% |
| Admin fee / account holder | $40 | $10,134-99.6% | $6,643-99.4% | $11,252-99.6% |