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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 | $9,772 | $70,587-86.2% | $124,693-92.2% | $85,856-88.6% |
| Participation rate | 38.9% | 64.4%-25.5pp | 74.6%-35.7pp | 69.3%-30.4pp |
| Annual return | 26.57% | 20688.83%-20662.3pp | 5144.19%-5117.6pp | 318.58%-292.0pp |
| Employer contribution / active EE | $1,611 | $1,913-15.8% | $3,324-51.5% | $2,565-37.2% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $62 | $5,282-98.8% | $7,494-99.2% | $6,261-99.0% |