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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 | $7,054 | $165,361-95.7% | $149,715-95.3% | $158,950-95.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 113.18% | 348.24%-235.1pp | 276.66%-163.5pp | 302.91%-189.7pp |
| Employer contribution / active EE | $1,042 | $5,103-79.6% | $4,645-77.6% | $4,762-78.1% |
| Participant deferral / active EE | $1,520 | $7,182-78.8% | $6,842-77.8% | $5,983-74.6% |
| Admin fee / account holder | $32 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |