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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 | $8,860 | $70,418-87.4% | $96,570-90.8% | $85,847-89.7% |
| Participation rate | 19.2% | 61.8%-42.6pp | 69.8%-50.6pp | 69.3%-50.1pp |
| Annual return | 12.63% | 18.59%-6.0pp | 37.79%-25.2pp | 318.61%-306.0pp |
| Employer contribution / active EE | $360 | $1,413-74.5% | $2,357-84.7% | $2,565-86.0% |
| Participant deferral / active EE | $563 | $2,894-80.6% | $3,849-85.4% | $3,952-85.8% |
| Admin fee / account holder | $26 | $4,995-99.5% | $6,182-99.6% | $6,261-99.6% |