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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 | $11,279 | $85,766-86.8% | $136,297-91.7% | $70,124-83.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 19.33% | 31.45%-12.1pp | 5156.19%-5136.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $824 | $2,966-72.2% | $4,696-82.4% | $2,342-64.8% |
| Participant deferral / active EE | $1,923 | $5,051-61.9% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $233 | $5,420-95.7% | $9,244-97.5% | $4,645-95.0% |