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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 | $5,561 | $77,817-92.9% | $123,553-95.5% | $64,173-91.3% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | 14.33% | 12.49%+1.8pp | 119.21%-104.9pp | 7.63%+6.7pp |
| Employer contribution / active EE | $650 | $3,014-78.4% | $4,628-86.0% | $2,381-72.7% |
| Participant deferral / active EE | $1,996 | $5,240-61.9% | $6,426-68.9% | $3,470-42.5% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.8% | $4,887-99.5% |