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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 | $12,437 | $85,766-85.5% | $136,298-90.9% | $70,126-82.3% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 21.64% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $862 | $2,966-70.9% | $4,696-81.6% | $2,343-63.2% |
| Participant deferral / active EE | $1,741 | $5,051-65.5% | $6,247-72.1% | $3,332-47.7% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |