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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 | $6,064 | $91,198-93.4% | $178,503-96.6% | $79,856-92.4% |
| Participation rate | 38.8% | 69.2%-30.4pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 40.03% | 24.20%+15.8pp | 151.12%-111.1pp | 31.71%+8.3pp |
| Employer contribution / active EE | $579 | $3,257-82.2% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $698 | $3,237-78.4% | $5,202-86.6% | $3,741-81.3% |
| Admin fee / account holder | $250 | $6,748-96.3% | $13,987-98.2% | $5,306-95.3% |