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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 | $11,983 | $85,766-86.0% | $136,298-91.2% | $70,126-82.9% |
| Participation rate | 49.2% | 74.2%-25.0pp | 81.9%-32.8pp | 69.5%-20.4pp |
| Annual return | 17.18% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $645 | $2,966-78.3% | $4,696-86.3% | $2,343-72.5% |
| Participant deferral / active EE | $1,119 | $5,051-77.8% | $6,247-82.1% | $3,332-66.4% |
| Admin fee / account holder | $234 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |