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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 | $8,637 | $65,364-86.8% | $92,909-90.7% | $72,975-88.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 23.27% | 42.11%-18.8pp | 109.44%-86.2pp | 81.01%-57.7pp |
| Employer contribution / active EE | $778 | $2,594-70.0% | $3,653-78.7% | $2,440-68.1% |
| Participant deferral / active EE | $1,079 | $3,128-65.5% | $4,238-74.5% | $3,608-70.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |