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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 | $3,980 | $72,465-94.5% | $67,575-94.1% | $145,884-97.3% |
| Participation rate | 61.9% | 76.9%-15.0pp | 72.9%-11.0pp | 80.3%-18.4pp |
| Annual return | 16.46% | 7222.56%-7206.1pp | 3528.98%-3512.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $652 | $3,074-78.8% | $2,736-76.1% | $4,662-86.0% |
| Participant deferral / active EE | $652 | $4,786-86.4% | $4,003-83.7% | $6,690-90.2% |
| Admin fee / account holder | $174 | $5,515-96.8% | $3,993-95.6% | $13,392-98.7% |