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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 | $4,764 | $93,064-94.9% | $74,577-93.6% | $273,972-98.3% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | 10.85% | 26.18%-15.3pp | 20.47%-9.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $282 | $3,160-91.1% | $2,525-88.8% | $4,869-94.2% |
| Participant deferral / active EE | $402 | $4,160-90.3% | $3,458-88.4% | $5,287-92.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |