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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 | $8,631 | $77,638-88.9% | $156,551-94.5% | $62,881-86.3% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 14.56% | 50.33%-35.8pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $413 | $3,444-88.0% | $5,501-92.5% | $2,281-81.9% |
| Participant deferral / active EE | $480 | $3,046-84.2% | $4,871-90.1% | $3,203-85.0% |
| Admin fee / account holder | $49 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |