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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 | $11,345 | $65,555-82.7% | $86,216-86.8% | $75,173-84.9% |
| Participation rate | 43.1% | 60.5%-17.4pp | 69.0%-25.9pp | 67.2%-24.1pp |
| Annual return | 19.83% | 46.07%-26.2pp | 1169.42%-1149.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $747 | $1,553-51.9% | $2,382-68.6% | $2,671-72.0% |
| Participant deferral / active EE | $914 | $3,023-69.8% | $3,986-77.1% | $4,126-77.9% |
| Admin fee / account holder | $207 | $5,469-96.2% | $6,853-97.0% | $5,651-96.3% |