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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 | $14,480 | $65,961-78.0% | $180,320-92.0% | $94,015-84.6% |
| Participation rate | 48.8% | 61.3%-12.4pp | 71.5%-22.7pp | 70.8%-22.0pp |
| Annual return | 19.87% | 14.27%+5.6pp | 778.54%-758.7pp | 17.84%+2.0pp |
| Employer contribution / active EE | $465 | $1,737-73.2% | $4,108-88.7% | $2,790-83.3% |
| Participant deferral / active EE | $959 | $3,003-68.1% | $4,304-77.7% | $4,249-77.4% |
| Admin fee / account holder | $103 | $4,901-97.9% | $10,000-99.0% | $8,951-98.8% |