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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 | $10,981 | $78,707-86.0% | $117,861-90.7% | $70,126-84.3% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 25.79% | 23.30%+2.5pp | 335.11%-309.3pp | 73.15%-47.4pp |
| Employer contribution / active EE | $583 | $2,223-73.8% | $3,786-84.6% | $2,343-75.1% |
| Participant deferral / active EE | $1,419 | $3,297-57.0% | $4,482-68.3% | $3,332-57.4% |
| Admin fee / account holder | $16 | $5,066-99.7% | $8,021-99.8% | $4,645-99.7% |