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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 | $8,691 | $56,640-84.7% | $78,002-88.9% | $55,167-84.2% |
| Participation rate | 41.9% | 73.3%-31.4pp | 75.5%-33.6pp | 69.0%-27.1pp |
| Annual return | 53.37% | 2868.48%-2815.1pp | 425.99%-372.6pp | 169.23%-115.9pp |
| Employer contribution / active EE | $659 | $1,724-61.8% | $2,470-73.3% | $1,963-66.4% |
| Participant deferral / active EE | $1,057 | $2,778-62.0% | $3,497-69.8% | $3,054-65.4% |
| Admin fee / account holder | $48 | $467-89.7% | $5,481-99.1% | $504-90.5% |