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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 | $5,355 | $100,203-94.7% | $85,240-93.7% | $145,897-96.3% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 15.69% | 84.28%-68.6pp | 66.75%-51.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $717 | $3,242-77.9% | $2,735-73.8% | $4,663-84.6% |
| Participant deferral / active EE | $862 | $5,299-83.7% | $4,527-81.0% | $6,689-87.1% |
| Admin fee / account holder | $19 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |