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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 | $13,056 | $95,415-86.3% | $185,851-93.0% | $85,851-84.8% |
| Participation rate | 17.5% | 68.8%-51.3pp | 81.7%-64.2pp | 69.3%-51.8pp |
| Annual return | 18.60% | 23.59%-5.0pp | 122.11%-103.5pp | 318.63%-300.0pp |
| Employer contribution / active EE | $436 | $3,314-86.8% | $5,168-91.6% | $2,565-83.0% |
| Participant deferral / active EE | $849 | $3,424-75.2% | $5,569-84.8% | $3,952-78.5% |
| Admin fee / account holder | $18 | $7,215-99.8% | $16,245-99.9% | $6,261-99.7% |