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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 | $11,350 | $91,536-87.6% | $130,062-91.3% | $75,177-84.9% |
| Participation rate | 43.2% | 71.5%-28.3pp | 78.5%-35.3pp | 67.2%-24.0pp |
| Annual return | 24.38% | -631.62%+656.0pp | -137.37%+161.7pp | 160.75%-136.4pp |
| Employer contribution / active EE | $964 | $2,845-66.1% | $4,322-77.7% | $2,671-63.9% |
| Participant deferral / active EE | $1,701 | $4,343-60.8% | $5,821-70.8% | $4,126-58.8% |
| Admin fee / account holder | $228 | $6,780-96.6% | $10,601-97.8% | $5,651-96.0% |