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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 | $11,097 | $63,346-82.5% | $92,240-88.0% | $70,126-84.2% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 22.69% | 530.19%-507.5pp | 176.29%-153.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $791 | $2,471-68.0% | $3,680-78.5% | $2,343-66.2% |
| Participant deferral / active EE | $991 | $2,854-65.3% | $3,897-74.6% | $3,332-70.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |