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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 | $17,913 | $65,027-72.5% | $90,970-80.3% | $79,852-77.6% |
| Participation rate | 37.5% | 61.6%-24.1pp | 69.0%-31.5pp | 69.6%-32.1pp |
| Annual return | 223.86% | 30.45%+193.4pp | 134.58%+89.3pp | 31.72%+192.1pp |
| Employer contribution / active EE | $367 | $1,247-70.6% | $2,122-82.7% | $2,471-85.2% |
| Participant deferral / active EE | $610 | $2,512-75.7% | $3,373-81.9% | $3,740-83.7% |
| Admin fee / account holder | $67 | $4,535-98.5% | $5,960-98.9% | $5,306-98.7% |