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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 | $9,597 | $54,541-82.4% | $78,778-87.8% | $70,126-86.3% |
| Participation rate | 21.2% | 60.8%-39.6pp | 69.2%-48.0pp | 69.5%-48.3pp |
| Annual return | 64.54% | 21.07%+43.5pp | 35.62%+28.9pp | 73.15%-8.6pp |
| Employer contribution / active EE | $405 | $1,089-62.8% | $1,986-79.6% | $2,343-82.7% |
| Participant deferral / active EE | $900 | $2,210-59.3% | $2,958-69.6% | $3,332-73.0% |
| Admin fee / account holder | $16 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |