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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 | $14,066 | $43,423-67.6% | $78,676-82.1% | $55,167-74.5% |
| Participation rate | 27.9% | 68.0%-40.1pp | 73.6%-45.7pp | 69.0%-41.1pp |
| Annual return | 7.70% | 11.53%-3.8pp | 62.19%-54.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $758 | $1,997-62.0% | $2,850-73.4% | $1,963-61.4% |
| Participant deferral / active EE | $576 | $2,509-77.0% | $3,517-83.6% | $3,054-81.1% |
| Admin fee / account holder | $78 | $416-81.2% | $4,510-98.3% | $504-84.4% |