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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 | $5,104 | $42,546-88.0% | $71,796-92.9% | $55,167-90.7% |
| Participation rate | 48.2% | 59.1%-10.9pp | 69.1%-20.9pp | 69.0%-20.8pp |
| Annual return | 10.65% | 12.36%-1.7pp | 78.04%-67.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $606 | $803-24.6% | $1,924-68.5% | $1,963-69.1% |
| Participant deferral / active EE | $905 | $2,064-56.2% | $2,794-67.6% | $3,054-70.4% |
| Admin fee / account holder | $60 | $650-90.8% | $4,815-98.8% | $504-88.2% |