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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 | $6,537 | $48,053-86.4% | $84,628-92.3% | $72,975-91.0% |
| Participation rate | 57.1% | 57.6%-0.4pp | 68.2%-11.1pp | 69.5%-12.3pp |
| Annual return | 26.53% | 37.39%-10.9pp | 258.80%-232.3pp | 81.01%-54.5pp |
| Employer contribution / active EE | $446 | $1,602-72.2% | $2,653-83.2% | $2,440-81.7% |
| Participant deferral / active EE | $623 | $2,681-76.8% | $3,900-84.0% | $3,608-82.7% |
| Admin fee / account holder | $5 | $3,395-99.8% | $4,914-99.9% | $5,124-99.9% |