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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 | $8,777 | $61,815-85.8% | $97,295-91.0% | $80,959-89.2% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.7%-15.0pp | 67.7%-10.0pp |
| Annual return | 13.49% | -558.73%+572.2pp | 75.62%-62.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $559 | $1,836-69.5% | $2,723-79.5% | $2,757-79.7% |
| Participant deferral / active EE | $762 | $3,027-74.8% | $4,264-82.1% | $4,300-82.3% |
| Admin fee / account holder | $9 | $5,166-99.8% | $5,646-99.8% | $6,925-99.9% |