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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 | $16,883 | $102,385-83.5% | $147,080-88.5% | $80,935-79.1% |
| Participation rate | 60.7% | 75.9%-15.2pp | 82.2%-21.5pp | 67.7%-6.9pp |
| Annual return | 14.86% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,389 | $3,717-62.6% | $4,933-71.9% | $2,757-49.6% |
| Participant deferral / active EE | $2,586 | $6,651-61.1% | $8,066-67.9% | $4,299-39.8% |
| Admin fee / account holder | $58 | $7,951-99.3% | $12,989-99.6% | $6,924-99.2% |