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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 | $7,412 | $104,924-92.9% | $84,623-91.2% | $152,885-95.2% |
| Participation rate | 31.6% | 74.8%-43.2pp | 68.2%-36.7pp | 82.5%-50.9pp |
| Annual return | 37.36% | 373.82%-336.5pp | 258.77%-221.4pp | 345.39%-308.0pp |
| Employer contribution / active EE | $442 | $3,302-86.6% | $2,652-83.3% | $4,763-90.7% |
| Participant deferral / active EE | $718 | $4,689-84.7% | $3,899-81.6% | $5,851-87.7% |
| Admin fee / account holder | $23 | $6,242-99.6% | $4,913-99.5% | $11,598-99.8% |