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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 | $7,539 | $81,664-90.8% | $70,476-89.3% | $158,966-95.3% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 18.52% | 208.59%-190.1pp | 109.12%-90.6pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,295 | $3,219-59.8% | $2,738-52.7% | $4,762-72.8% |
| Participant deferral / active EE | $17 | $4,556-99.6% | $3,710-99.5% | $5,983-99.7% |
| Admin fee / account holder | $157 | $6,197-97.5% | $3,847-95.9% | $11,250-98.6% |