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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 | $7,586 | $78,705-90.4% | $117,860-93.6% | $70,124-89.2% |
| Participation rate | 46.7% | 73.2%-26.5pp | 79.7%-33.0pp | 69.5%-22.9pp |
| Annual return | 17.31% | 23.30%-6.0pp | 335.10%-317.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $530 | $2,223-76.2% | $3,786-86.0% | $2,342-77.4% |
| Participant deferral / active EE | $1,175 | $3,297-64.4% | $4,482-73.8% | $3,332-64.7% |
| Admin fee / account holder | $14 | $5,065-99.7% | $8,021-99.8% | $4,645-99.7% |