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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 | $15,820 | $78,707-79.9% | $117,861-86.6% | $70,126-77.4% |
| Participation rate | 59.4% | 73.2%-13.8pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 21.07% | 23.30%-2.2pp | 335.11%-314.0pp | 73.15%-52.1pp |
| Employer contribution / active EE | $524 | $2,223-76.4% | $3,786-86.2% | $2,343-77.6% |
| Participant deferral / active EE | $1,207 | $3,297-63.4% | $4,482-73.1% | $3,332-63.8% |
| Admin fee / account holder | $76 | $5,066-98.5% | $8,021-99.1% | $4,645-98.4% |