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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 | $20,942 | $102,422-79.6% | $147,117-85.8% | $80,959-74.1% |
| Participation rate | 38.3% | 75.9%-37.6pp | 82.2%-43.9pp | 67.7%-29.4pp |
| Annual return | 15.21% | 135.16%-120.0pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $885 | $3,717-76.2% | $4,932-82.1% | $2,757-67.9% |
| Participant deferral / active EE | $1,609 | $6,652-75.8% | $8,065-80.0% | $4,300-62.6% |
| Admin fee / account holder | $14 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |