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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 | $5,889 | $43,496-86.5% | $161,489-96.4% | $64,340-90.8% |
| Participation rate | 25.0% | 53.5%-28.5pp | 78.7%-53.7pp | 55.2%-30.2pp |
| Annual return | 17.95% | 20.76%-2.8pp | 89.72%-71.8pp | 24.14%-6.2pp |
| Employer contribution / active EE | $284 | $1,431-80.2% | $4,268-93.4% | $1,862-84.8% |
| Participant deferral / active EE | $350 | $1,996-82.5% | $5,630-93.8% | $2,980-88.3% |
| Admin fee / account holder | $85 | $2,330-96.3% | $16,006-99.5% | $3,703-97.7% |