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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 | $29,569-74.5% | $56,077-86.6% | $77,714-90.3% |
| Participation rate | 6.3% | 32.6%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 16.08% | 18.90%-2.8pp | 1709.28%-1693.2pp | 31.26%-15.2pp |
| Employer contribution / active EE | $100 | $569-82.5% | $1,040-90.4% | $2,727-96.3% |
| Participant deferral / active EE | $191 | $1,061-82.0% | $1,954-90.2% | $4,649-95.9% |
| Admin fee / account holder | $240 | $1,042-77.0% | $2,825-91.5% | $433-44.7% |