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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 | $6,517 | $61,125-89.3% | $94,057-93.1% | $87,485-92.6% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.3%-15.7pp | 68.9%-11.2pp |
| Annual return | 20.33% | 35.20%-14.9pp | 480.62%-460.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $284 | $2,136-86.7% | $2,933-90.3% | $2,596-89.1% |
| Participant deferral / active EE | $665 | $3,260-79.6% | $4,709-85.9% | $4,274-84.4% |
| Admin fee / account holder | $48 | $5,629-99.1% | $7,244-99.3% | $7,775-99.4% |