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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 | $8,168 | $63,346-87.1% | $92,240-91.1% | $70,126-88.4% |
| Participation rate | 42.4% | 68.7%-26.2pp | 76.5%-34.1pp | 69.5%-27.1pp |
| Annual return | 14.83% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $769 | $2,471-68.9% | $3,680-79.1% | $2,343-67.2% |
| Participant deferral / active EE | $1,069 | $2,854-62.5% | $3,897-72.6% | $3,332-67.9% |
| Admin fee / account holder | $26 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |