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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 | $8,401 | $89,370-90.6% | $141,197-94.1% | $72,976-88.5% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 29.97% | 111.88%-81.9pp | 71.41%-41.4pp | 81.02%-51.0pp |
| Employer contribution / active EE | $645 | $3,115-79.3% | $4,736-86.4% | $2,440-73.5% |
| Participant deferral / active EE | $1,157 | $5,419-78.7% | $6,710-82.8% | $3,608-67.9% |
| Admin fee / account holder | $190 | $5,957-96.8% | $10,265-98.1% | $5,124-96.3% |