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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 | $7,540 | $29,507-74.4% | $56,025-86.5% | $77,762-90.3% |
| Participation rate | 6.3% | 32.7%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 16.08% | 18.90%-2.8pp | 1712.69%-1696.6pp | 31.27%-15.2pp |
| Employer contribution / active EE | $100 | $570-82.5% | $1,042-90.4% | $2,728-96.3% |
| Participant deferral / active EE | $191 | $1,062-82.0% | $1,955-90.2% | $4,651-95.9% |
| Admin fee / account holder | $240 | $1,041-77.0% | $2,828-91.5% | $433-44.6% |