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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 | $17,131 | $63,342-73.0% | $92,236-81.4% | $70,131-75.6% |
| Participation rate | 16.7% | 68.7%-52.0pp | 76.5%-59.8pp | 69.5%-52.9pp |
| Annual return | 21.44% | 530.15%-508.7pp | 176.29%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $540 | $2,471-78.2% | $3,679-85.3% | $2,342-77.0% |
| Participant deferral / active EE | $715 | $2,854-75.0% | $3,897-81.7% | $3,332-78.5% |
| Admin fee / account holder | $16 | $3,840-99.6% | $5,194-99.7% | $4,645-99.6% |