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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 | $6,589 | $53,128-87.6% | $86,582-92.4% | $70,126-90.6% |
| Participation rate | 41.3% | 65.3%-24.0pp | 73.5%-32.2pp | 69.5%-28.2pp |
| Annual return | 20.12% | 27.66%-7.5pp | 965.08%-945.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $386 | $2,068-81.3% | $2,839-86.4% | $2,343-83.5% |
| Participant deferral / active EE | $173 | $2,695-93.6% | $3,609-95.2% | $3,332-94.8% |
| Admin fee / account holder | $29 | $3,584-99.2% | $4,904-99.4% | $4,645-99.4% |