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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 | $8,779 | $58,493-85.0% | $84,021-89.6% | $72,975-88.0% |
| Participation rate | 26.3% | 61.2%-34.9pp | 69.0%-42.7pp | 69.5%-43.2pp |
| Annual return | 45.85% | 28.93%+16.9pp | 71.32%-25.5pp | 81.01%-35.2pp |
| Employer contribution / active EE | $494 | $1,163-57.6% | $1,984-75.1% | $2,440-79.8% |
| Participant deferral / active EE | $604 | $2,394-74.8% | $3,239-81.3% | $3,608-83.3% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |