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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 | $11,161 | $58,828-81.0% | $78,002-85.7% | $62,881-82.3% |
| Participation rate | 27.3% | 71.1%-43.8pp | 75.5%-48.3pp | 69.3%-42.0pp |
| Annual return | 38.68% | 17.16%+21.5pp | 425.99%-387.3pp | 20.14%+18.5pp |
| Employer contribution / active EE | $387 | $1,672-76.9% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $734 | $2,686-72.7% | $3,497-79.0% | $3,203-77.1% |
| Admin fee / account holder | $138 | $4,393-96.9% | $5,481-97.5% | $4,296-96.8% |