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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 | $9,224 | $85,169-89.2% | $172,755-94.7% | $72,983-87.4% |
| Participation rate | 20.0% | 70.1%-50.1pp | 82.6%-62.6pp | 69.5%-49.5pp |
| Annual return | 30.01% | 27.32%+2.7pp | 802.94%-772.9pp | 81.01%-51.0pp |
| Employer contribution / active EE | $396 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $453 | $3,260-86.1% | $5,198-91.3% | $3,608-87.4% |
| Admin fee / account holder | $10 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |