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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 | $8,819 | $51,642-82.9% | $129,384-93.2% | $80,935-89.1% |
| Participation rate | 36.2% | 56.9%-20.7pp | 69.6%-33.5pp | 67.7%-31.5pp |
| Annual return | 17.63% | 20.78%-3.1pp | 9461.77%-9444.1pp | 35.66%-18.0pp |
| Employer contribution / active EE | $619 | $1,583-60.9% | $4,153-85.1% | $2,757-77.6% |
| Participant deferral / active EE | $699 | $2,670-73.8% | $4,166-83.2% | $4,299-83.8% |
| Admin fee / account holder | $121 | $4,312-97.2% | $7,686-98.4% | $6,924-98.3% |