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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 | $5,080 | $208,088-97.6% | $186,193-97.3% | $154,746-96.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 21.02% | 89.97%-69.0pp | 78.03%-57.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $529 | $4,340-87.8% | $3,918-86.5% | $4,379-87.9% |
| Participant deferral / active EE | $925 | $7,078-86.9% | $6,513-85.8% | $6,730-86.3% |
| Admin fee / account holder | $46 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |