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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 | $11,457 | $91,179-87.4% | $178,499-93.6% | $79,852-85.7% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 28.59% | 24.19%+4.4pp | 151.10%-122.5pp | 31.72%-3.1pp |
| Employer contribution / active EE | $494 | $3,256-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $851 | $3,236-73.7% | $5,202-83.6% | $3,740-77.3% |
| Admin fee / account holder | $17 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |