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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 | $5,248 | $100,073-94.8% | $85,126-93.8% | $145,877-96.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 11.81% | 84.11%-72.3pp | 66.63%-54.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $630 | $3,236-80.5% | $2,731-76.9% | $4,663-86.5% |
| Participant deferral / active EE | $777 | $5,294-85.3% | $4,523-82.8% | $6,691-88.4% |
| Admin fee / account holder | $13 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |