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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 | $12,854 | $42,546-69.8% | $71,796-82.1% | $55,167-76.7% |
| Participation rate | 21.1% | 59.1%-38.0pp | 69.1%-48.0pp | 69.0%-47.9pp |
| Annual return | 64.66% | 12.36%+52.3pp | 78.04%-13.4pp | 169.23%-104.6pp |
| Employer contribution / active EE | $398 | $803-50.5% | $1,924-79.3% | $1,963-79.7% |
| Participant deferral / active EE | $616 | $2,064-70.1% | $2,794-77.9% | $3,054-79.8% |
| Admin fee / account holder | $100 | $650-84.5% | $4,815-97.9% | $504-80.1% |