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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 | $6,156 | $81,331-92.4% | $155,534-96.0% | $80,935-92.4% |
| Participation rate | 52.5% | 66.3%-13.8pp | 78.2%-25.7pp | 67.7%-15.2pp |
| Annual return | 11.29% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $408 | $3,105-86.9% | $4,675-91.3% | $2,757-85.2% |
| Participant deferral / active EE | $673 | $3,454-80.5% | $5,630-88.0% | $4,299-84.3% |
| Admin fee / account holder | $179 | $7,999-97.8% | $15,900-98.9% | $6,924-97.4% |