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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 | $10,042 | $58,587-82.9% | $83,322-87.9% | $64,173-84.4% |
| Participation rate | 42.1% | 72.0%-29.9pp | 77.8%-35.7pp | 69.6%-27.5pp |
| Annual return | 363.98% | 9.65%+354.3pp | 10.64%+353.3pp | 7.63%+356.3pp |
| Employer contribution / active EE | $323 | $2,098-84.6% | $3,379-90.4% | $2,381-86.4% |
| Participant deferral / active EE | $1,348 | $4,654-71.0% | $5,565-75.8% | $3,470-61.1% |
| Admin fee / account holder | $238 | $9,279-97.4% | $7,540-96.8% | $4,887-95.1% |