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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 | $15,319 | $79,449-80.7% | $189,558-91.9% | $85,856-82.2% |
| Participation rate | 33.3% | 66.0%-32.7pp | 78.5%-45.1pp | 69.3%-36.0pp |
| Annual return | 14.34% | 18.45%-4.1pp | 64.19%-49.8pp | 318.58%-304.2pp |
| Employer contribution / active EE | $542 | $2,081-74.0% | $4,412-87.7% | $2,565-78.9% |
| Participant deferral / active EE | $955 | $4,051-76.4% | $6,174-84.5% | $3,952-75.8% |
| Admin fee / account holder | $228 | $5,377-95.8% | $9,809-97.7% | $6,261-96.4% |