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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 | $51,631-82.9% | $129,397-93.2% | $80,925-89.1% |
| Participation rate | 36.2% | 56.9%-20.8pp | 69.6%-33.4pp | 67.7%-31.5pp |
| Annual return | 17.63% | 20.77%-3.1pp | 9453.98%-9436.4pp | 35.65%-18.0pp |
| Employer contribution / active EE | $619 | $1,583-60.9% | $4,154-85.1% | $2,756-77.5% |
| Participant deferral / active EE | $699 | $2,670-73.8% | $4,167-83.2% | $4,299-83.7% |
| Admin fee / account holder | $121 | $4,309-97.2% | $7,679-98.4% | $6,940-98.3% |