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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 | $8,415 | $115,796-92.7% | $101,264-91.7% | $158,950-94.7% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 163.79% | 56.15%+107.6pp | 46.48%+117.3pp | 302.91%-139.1pp |
| Employer contribution / active EE | $849 | $4,175-79.7% | $3,660-76.8% | $4,762-82.2% |
| Participant deferral / active EE | $1,314 | $4,958-73.5% | $4,370-69.9% | $5,983-78.0% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |