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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 | $7,540 | $77,908-90.3% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 23.70% | 31.73%-8.0pp | 134.46%-110.8pp | 160.72%-137.0pp |
| Employer contribution / active EE | $519 | $3,138-83.4% | $4,821-89.2% | $2,671-80.6% |
| Participant deferral / active EE | $690 | $3,411-79.8% | $5,682-87.9% | $4,126-83.3% |
| Admin fee / account holder | $10 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |