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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 | $18,243 | $65,041-72.0% | $90,965-79.9% | $79,858-77.2% |
| Participation rate | 37.0% | 61.6%-24.6pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 18.70% | 30.45%-11.8pp | 134.57%-115.9pp | 31.72%-13.0pp |
| Employer contribution / active EE | $424 | $1,247-66.0% | $2,122-80.0% | $2,471-82.9% |
| Participant deferral / active EE | $466 | $2,512-81.4% | $3,373-86.2% | $3,740-87.5% |
| Admin fee / account holder | $1 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |