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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 | $15,940 | $82,674-80.7% | $125,381-87.3% | $68,486-76.7% |
| Participation rate | 27.0% | 75.1%-48.0pp | 82.4%-55.4pp | 67.9%-40.9pp |
| Annual return | 10.76% | -5.97%+16.7pp | 572.31%-561.5pp | -7.85%+18.6pp |
| Employer contribution / active EE | $765 | $3,382-77.4% | $4,815-84.1% | $2,597-70.6% |
| Participant deferral / active EE | $2,330 | $6,111-61.9% | $7,448-68.7% | $4,028-42.1% |
| Admin fee / account holder | $131 | $6,277-97.9% | $10,007-98.7% | $5,404-97.6% |