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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 | $11,066 | $105,210-89.5% | $159,487-93.1% | $85,851-87.1% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.8%-43.9pp | 69.3%-30.4pp |
| Annual return | 14.93% | 45.08%-30.1pp | 263.71%-248.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $631 | $3,319-81.0% | $4,831-86.9% | $2,565-75.4% |
| Participant deferral / active EE | $1,455 | $5,946-75.5% | $7,354-80.2% | $3,952-63.2% |
| Admin fee / account holder | $284 | $6,934-95.9% | $10,804-97.4% | $6,261-95.5% |