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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 | $5,907 | $111,787-94.7% | $93,681-93.7% | $145,978-96.0% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 11.58% | 203.52%-191.9pp | 133.47%-121.9pp | 550.52%-538.9pp |
| Employer contribution / active EE | $598 | $3,093-80.7% | $2,422-75.3% | $4,662-87.2% |
| Participant deferral / active EE | $1,052 | $4,918-78.6% | $4,415-76.2% | $6,690-84.3% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,290-99.8% | $13,400-99.8% |