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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 | $10,737 | $115,903-90.7% | $100,528-89.3% | $158,966-93.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 142.93% | 34.80%+108.1pp | 30.90%+112.0pp | 302.95%-160.0pp |
| Employer contribution / active EE | $373 | $4,105-90.9% | $3,419-89.1% | $4,762-92.2% |
| Participant deferral / active EE | $1,063 | $6,677-84.1% | $6,271-83.1% | $5,983-82.2% |
| Admin fee / account holder | $191 | $11,000-98.3% | $8,084-97.6% | $11,250-98.3% |