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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 | $2,816 | $89,364-96.8% | $141,177-98.0% | $72,983-96.1% |
| Participation rate | 32.4% | 75.1%-42.8pp | 82.5%-50.1pp | 69.5%-37.1pp |
| Annual return | 58.78% | 111.86%-53.1pp | 71.40%-12.6pp | 81.01%-22.2pp |
| Employer contribution / active EE | $2,089 | $3,115-32.9% | $4,736-55.9% | $2,440-14.4% |
| Participant deferral / active EE | $530 | $5,419-90.2% | $6,710-92.1% | $3,608-85.3% |
| Admin fee / account holder | $240 | $5,959-96.0% | $10,263-97.7% | $5,124-95.3% |