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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 | $11,606 | $63,346-81.7% | $92,240-87.4% | $70,126-83.4% |
| Participation rate | 41.4% | 68.7%-27.3pp | 76.5%-35.1pp | 69.5%-28.2pp |
| Annual return | 22.88% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $907 | $2,471-63.3% | $3,680-75.3% | $2,343-61.3% |
| Participant deferral / active EE | $1,070 | $2,854-62.5% | $3,897-72.5% | $3,332-67.9% |
| Admin fee / account holder | $211 | $3,841-94.5% | $5,194-95.9% | $4,645-95.5% |