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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 | $9,649 | $60,139-84.0% | $90,461-89.3% | $79,856-87.9% |
| Participation rate | 35.3% | 65.0%-29.7pp | 72.7%-37.4pp | 69.6%-34.3pp |
| Annual return | 27.96% | 71.96%-44.0pp | 1294.76%-1266.8pp | 31.71%-3.7pp |
| Employer contribution / active EE | $502 | $2,069-75.7% | $3,264-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $730 | $2,939-75.2% | $3,964-81.6% | $3,741-80.5% |
| Admin fee / account holder | $255 | $3,978-93.6% | $5,617-95.5% | $5,306-95.2% |