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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 | $17,478 | $98,776-82.3% | $149,745-88.3% | $79,856-78.1% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.5%-67.1pp | 69.6%-54.3pp |
| Annual return | 111.18% | 27.38%+83.8pp | 276.72%-165.5pp | 31.71%+79.5pp |
| Employer contribution / active EE | $601 | $3,217-81.3% | $4,646-87.1% | $2,471-75.7% |
| Participant deferral / active EE | $1,430 | $5,681-74.8% | $6,843-79.1% | $3,741-61.8% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,312-99.6% | $5,306-99.2% |