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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 | $6,207 | $181,062-96.6% | $158,223-96.1% | $155,188-96.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.89% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,587 | $4,565-43.3% | $4,109-37.0% | $4,248-39.1% |
| Participant deferral / active EE | $267 | $6,134-95.7% | $5,467-95.1% | $6,531-95.9% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |