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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 | $5,819 | $100,970-94.2% | $96,576-94.0% | $137,256-95.8% |
| Participation rate | 15.8% | 82.6%-66.8pp | 81.4%-65.7pp | 80.0%-64.2pp |
| Annual return | 21.98% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $672 | $3,809-82.4% | $3,553-81.1% | $4,156-83.8% |
| Participant deferral / active EE | $689 | $8,286-91.7% | $7,956-91.3% | $6,407-89.2% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |