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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 | $14,226 | $104,251-86.4% | $91,004-84.4% | $147,585-90.4% |
| Participation rate | 69.6% | 78.2%-8.7pp | 75.6%-6.0pp | 82.8%-13.3pp |
| Annual return | 15.14% | 27.06%-11.9pp | 4.60%+10.5pp | 578.58%-563.4pp |
| Employer contribution / active EE | $462 | $3,116-85.2% | $2,456-81.2% | $4,876-90.5% |
| Participant deferral / active EE | $893 | $4,195-78.7% | $3,548-74.8% | $5,439-83.6% |
| Admin fee / account holder | $7 | $8,948-99.9% | $5,417-99.9% | $10,886-99.9% |