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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 | $6,576 | $57,305-88.5% | $86,640-92.4% | $75,173-91.3% |
| Participation rate | 45.3% | 63.2%-17.9pp | 71.7%-26.4pp | 67.2%-21.9pp |
| Annual return | 32.80% | 2674.24%-2641.4pp | 592.52%-559.7pp | 160.72%-127.9pp |
| Employer contribution / active EE | $699 | $2,316-69.8% | $3,024-76.9% | $2,671-73.8% |
| Participant deferral / active EE | $829 | $3,320-75.0% | $4,438-81.3% | $4,126-79.9% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |