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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 | $5,724 | $76,407-92.5% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 20.15% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $452 | $2,614-82.7% | $4,154-89.1% | $2,551-82.3% |
| Participant deferral / active EE | $712 | $3,214-77.9% | $5,453-86.9% | $4,139-82.8% |
| Admin fee / account holder | $208 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |