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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 | $9,102 | $65,034-86.0% | $90,970-90.0% | $79,856-88.6% |
| Participation rate | 39.7% | 61.6%-21.9pp | 69.0%-29.3pp | 69.6%-29.9pp |
| Annual return | 18.90% | 30.45%-11.5pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $814 | $1,247-34.8% | $2,122-61.6% | $2,471-67.1% |
| Participant deferral / active EE | $926 | $2,512-63.2% | $3,373-72.6% | $3,741-75.3% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,961-99.5% | $5,306-99.5% |