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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 | $8,142 | $91,179-91.1% | $178,499-95.4% | $79,852-89.8% |
| Participation rate | 42.5% | 69.2%-26.7pp | 81.9%-39.4pp | 69.6%-27.1pp |
| Annual return | 20.86% | 24.19%-3.3pp | 151.10%-130.2pp | 31.72%-10.9pp |
| Employer contribution / active EE | $466 | $3,256-85.7% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $670 | $3,236-79.3% | $5,202-87.1% | $3,740-82.1% |
| Admin fee / account holder | $109 | $6,749-98.4% | $13,986-99.2% | $5,306-97.9% |