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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 | $14,226 | $65,555-78.3% | $86,216-83.5% | $75,173-81.1% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.0%-44.0pp | 67.2%-42.2pp |
| Annual return | 44.55% | 46.07%-1.5pp | 1169.42%-1124.9pp | 160.72%-116.2pp |
| Employer contribution / active EE | $545 | $1,553-64.9% | $2,382-77.1% | $2,671-79.6% |
| Participant deferral / active EE | $1,132 | $3,023-62.6% | $3,986-71.6% | $4,126-72.6% |
| Admin fee / account holder | $31 | $5,469-99.4% | $6,853-99.6% | $5,651-99.5% |