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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 | $10,980 | $109,372-90.0% | $89,414-87.7% | $158,966-93.1% |
| Participation rate | 27.8% | 74.3%-46.5pp | 68.0%-40.2pp | 82.0%-54.2pp |
| Annual return | 16.51% | 345.55%-329.0pp | 245.50%-229.0pp | 302.95%-286.4pp |
| Employer contribution / active EE | $355 | $3,171-88.8% | $2,586-86.3% | $4,762-92.5% |
| Participant deferral / active EE | $355 | $4,598-92.3% | $3,890-90.9% | $5,983-94.1% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |