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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 | $12,947 | $85,171-84.8% | $172,752-92.5% | $72,975-82.3% |
| Participation rate | 13.8% | 70.1%-56.3pp | 82.6%-68.9pp | 69.5%-55.7pp |
| Annual return | 40.62% | 27.32%+13.3pp | 802.97%-762.4pp | 81.01%-40.4pp |
| Employer contribution / active EE | $506 | $3,324-84.8% | $5,144-90.2% | $2,440-79.3% |
| Participant deferral / active EE | $507 | $3,260-84.5% | $5,198-90.3% | $3,608-86.0% |
| Admin fee / account holder | $223 | $5,880-96.2% | $13,955-98.4% | $5,124-95.7% |