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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 | $10,818 | $48,050-77.5% | $96,754-88.8% | $64,340-83.2% |
| Participation rate | 11.9% | 40.6%-28.6pp | 70.3%-58.3pp | 55.2%-43.3pp |
| Annual return | 24.93% | 23.41%+1.5pp | 82.04%-57.1pp | 24.14%+0.8pp |
| Employer contribution / active EE | $169 | $1,204-86.0% | $2,679-93.7% | $1,862-90.9% |
| Participant deferral / active EE | $340 | $2,191-84.5% | $4,758-92.9% | $2,980-88.6% |
| Admin fee / account holder | $51 | $3,741-98.6% | $8,905-99.4% | $3,703-98.6% |