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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 | $3,598 | $72,426-95.0% | $67,560-94.7% | $145,897-97.5% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 22.06% | 7226.78%-7204.7pp | 3533.50%-3511.4pp | 552.29%-530.2pp |
| Employer contribution / active EE | $691 | $3,074-77.5% | $2,737-74.8% | $4,663-85.2% |
| Participant deferral / active EE | $779 | $4,785-83.7% | $4,004-80.6% | $6,689-88.4% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |