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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 | $5,173 | $124,351-95.8% | $109,188-95.3% | $167,553-96.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 21.37% | 26.04%-4.7pp | 25.76%-4.4pp | 478.89%-457.5pp |
| Employer contribution / active EE | $1,296 | $4,210-69.2% | $3,723-65.2% | $4,840-73.2% |
| Participant deferral / active EE | $1,296 | $5,257-75.4% | $4,654-72.2% | $6,343-79.6% |
| Admin fee / account holder | $15 | $7,975-99.8% | $6,755-99.8% | $12,316-99.9% |