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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 | $10,654 | $72,486-85.3% | $87,103-87.8% | $72,976-85.4% |
| Participation rate | 46.6% | 72.8%-26.2pp | 76.9%-30.3pp | 69.5%-22.9pp |
| Annual return | 336.90% | 24.46%+312.4pp | 28.19%+308.7pp | 81.02%+255.9pp |
| Employer contribution / active EE | $522 | $1,894-72.4% | $2,521-79.3% | $2,440-78.6% |
| Participant deferral / active EE | $992 | $3,270-69.7% | $4,049-75.5% | $3,608-72.5% |
| Admin fee / account holder | $78 | $5,055-98.5% | $7,491-99.0% | $5,124-98.5% |