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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 | $23,147 | $105,210-78.0% | $159,487-85.5% | $85,851-73.0% |
| Participation rate | 35.9% | 75.8%-39.8pp | 82.8%-46.9pp | 69.3%-33.4pp |
| Annual return | 19.56% | 45.08%-25.5pp | 263.71%-244.1pp | 318.63%-299.1pp |
| Employer contribution / active EE | $779 | $3,319-76.5% | $4,831-83.9% | $2,565-69.6% |
| Participant deferral / active EE | $1,655 | $5,946-72.2% | $7,354-77.5% | $3,952-58.1% |
| Admin fee / account holder | $132 | $6,934-98.1% | $10,804-98.8% | $6,261-97.9% |