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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 | $8,647 | $84,236-89.7% | $170,435-94.9% | $70,126-87.7% |
| Participation rate | 57.8% | 70.8%-13.1pp | 83.6%-25.8pp | 69.5%-11.8pp |
| Annual return | 12.76% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $414 | $3,387-87.8% | $5,432-92.4% | $2,343-82.3% |
| Participant deferral / active EE | $715 | $3,086-76.8% | $4,939-85.5% | $3,332-78.5% |
| Admin fee / account holder | $189 | $5,698-96.7% | $13,881-98.6% | $4,645-95.9% |