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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 | $7,552 | $89,652-91.6% | $141,177-94.7% | $65,185-88.4% |
| Participation rate | 32.7% | 74.7%-42.0pp | 82.5%-49.7pp | 70.2%-37.5pp |
| Annual return | 135.43% | 32.79%+102.6pp | 71.40%+64.0pp | 29.38%+106.0pp |
| Employer contribution / active EE | $773 | $3,065-74.8% | $4,736-83.7% | $2,177-64.5% |
| Participant deferral / active EE | $1,614 | $5,691-71.6% | $6,710-75.9% | $3,514-54.1% |
| Admin fee / account holder | $223 | $569-60.8% | $10,263-97.8% | $847-73.7% |