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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 | $6,133 | $81,358-92.5% | $155,556-96.1% | $80,959-92.4% |
| Participation rate | 27.8% | 66.3%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 15.98% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $732 | $3,106-76.4% | $4,675-84.3% | $2,757-73.4% |
| Participant deferral / active EE | $870 | $3,455-74.8% | $5,631-84.5% | $4,300-79.8% |
| Admin fee / account holder | $25 | $7,994-99.7% | $15,885-99.8% | $6,925-99.6% |