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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 | $8,588 | $102,065-91.6% | $453,569-98.1% | $85,847-90.0% |
| Participation rate | 35.0% | 72.4%-37.4pp | 78.0%-43.0pp | 69.3%-34.3pp |
| Annual return | 91.69% | 25.44%+66.2pp | 64.43%+27.3pp | 318.61%-226.9pp |
| Employer contribution / active EE | $852 | $2,852-70.1% | $4,072-79.1% | $2,565-66.8% |
| Participant deferral / active EE | $1,650 | $4,789-65.6% | $6,211-73.4% | $3,952-58.3% |
| Admin fee / account holder | $23 | $5,717-99.6% | $11,214-99.8% | $6,261-99.6% |