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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 | $7,226 | $61,125-88.2% | $94,057-92.3% | $87,485-91.7% |
| Participation rate | 52.2% | 64.1%-11.9pp | 73.3%-21.2pp | 68.9%-16.8pp |
| Annual return | 16.72% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $517 | $2,136-75.8% | $2,933-82.4% | $2,596-80.1% |
| Participant deferral / active EE | $726 | $3,260-77.7% | $4,709-84.6% | $4,274-83.0% |
| Admin fee / account holder | $4 | $5,629-99.9% | $7,244-99.9% | $7,775-100.0% |