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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 | $5,098 | $102,595-95.0% | $94,057-94.6% | $154,746-96.7% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 80.7%-17.1pp |
| Annual return | 30.05% | 583.42%-553.4pp | 480.62%-450.6pp | 172.34%-142.3pp |
| Employer contribution / active EE | $791 | $3,147-74.9% | $2,933-73.0% | $4,379-81.9% |
| Participant deferral / active EE | $1,019 | $5,118-80.1% | $4,709-78.4% | $6,730-84.9% |
| Admin fee / account holder | $295 | $7,736-96.2% | $7,244-95.9% | $14,365-97.9% |