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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 | $6,567 | $82,674-92.1% | $125,381-94.8% | $68,486-90.4% |
| Participation rate | 49.4% | 75.1%-25.6pp | 82.4%-33.0pp | 67.9%-18.5pp |
| Annual return | 129.30% | -5.97%+135.3pp | 572.31%-443.0pp | -7.85%+137.2pp |
| Employer contribution / active EE | $773 | $3,382-77.2% | $4,815-84.0% | $2,597-70.2% |
| Participant deferral / active EE | $1,279 | $6,111-79.1% | $7,448-82.8% | $4,028-68.3% |
| Admin fee / account holder | $252 | $6,277-96.0% | $10,007-97.5% | $5,404-95.3% |