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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 | $9,975 | $102,696-90.3% | $86,235-88.4% | $139,487-92.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 26.94% | 1925.91%-1899.0pp | 1170.03%-1143.1pp | 373.84%-346.9pp |
| Employer contribution / active EE | $938 | $3,034-69.1% | $2,381-60.6% | $4,755-80.3% |
| Participant deferral / active EE | $938 | $4,679-79.9% | $3,987-76.5% | $6,713-86.0% |
| Admin fee / account holder | $31 | $8,667-99.6% | $6,856-99.5% | $11,407-99.7% |