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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 | $6,019 | $95,580-93.7% | $76,872-92.2% | $139,466-95.7% |
| Participation rate | 33.3% | 74.0%-40.6pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 36.28% | 55.00%-18.7pp | 37.90%-1.6pp | 373.66%-337.4pp |
| Employer contribution / active EE | $615 | $3,145-80.5% | $2,533-75.7% | $4,754-87.1% |
| Participant deferral / active EE | $644 | $4,623-86.1% | $3,832-83.2% | $6,712-90.4% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |