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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 | $12,563 | $115,796-89.2% | $101,264-87.6% | $158,950-92.1% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 36.09% | 56.15%-20.1pp | 46.48%-10.4pp | 302.91%-266.8pp |
| Employer contribution / active EE | $778 | $4,175-81.4% | $3,660-78.7% | $4,762-83.7% |
| Participant deferral / active EE | $778 | $4,958-84.3% | $4,370-82.2% | $5,983-87.0% |
| Admin fee / account holder | $35 | $7,247-99.5% | $5,947-99.4% | $11,248-99.7% |