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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 | $2,358 | $97,125-97.6% | $86,233-97.3% | $137,256-98.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 23.11% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $398 | $2,841-86.0% | $2,504-84.1% | $4,156-90.4% |
| Participant deferral / active EE | $389 | $5,180-92.5% | $4,559-91.5% | $6,407-93.9% |
| Admin fee / account holder | $46 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |