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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 | $6,904 | $157,304-95.6% | $141,197-95.1% | $152,909-95.5% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 99.80% | 64.34%+35.5pp | 71.41%+28.4pp | 345.46%-245.7pp |
| Employer contribution / active EE | $1,462 | $5,263-72.2% | $4,736-69.1% | $4,764-69.3% |
| Participant deferral / active EE | $2,253 | $7,111-68.3% | $6,710-66.4% | $5,851-61.5% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |