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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 | $4,707 | $57,119-91.8% | $85,187-94.5% | $80,935-94.2% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 12.89% | 21.70%-8.8pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $286 | $1,802-84.1% | $2,732-89.5% | $2,757-89.6% |
| Participant deferral / active EE | $658 | $3,115-78.9% | $4,525-85.5% | $4,299-84.7% |
| Admin fee / account holder | $3 | $4,990-99.9% | $6,162-100.0% | $6,924-100.0% |