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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 | $3,069 | $77,638-96.0% | $156,551-98.0% | $62,881-95.1% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 14.32% | 50.33%-36.0pp | 32.23%-17.9pp | 20.14%-5.8pp |
| Employer contribution / active EE | $389 | $3,444-88.7% | $5,501-92.9% | $2,281-82.9% |
| Participant deferral / active EE | $720 | $3,046-76.4% | $4,871-85.2% | $3,203-77.5% |
| Admin fee / account holder | $70 | $5,561-98.7% | $13,028-99.5% | $4,296-98.4% |