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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 | $6,689 | $109,344-93.9% | $89,400-92.5% | $158,950-95.8% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 17.75% | 345.73%-328.0pp | 245.64%-227.9pp | 302.91%-285.2pp |
| Employer contribution / active EE | $582 | $3,170-81.6% | $2,586-77.5% | $4,762-87.8% |
| Participant deferral / active EE | $518 | $4,599-88.7% | $3,890-86.7% | $5,983-91.3% |
| Admin fee / account holder | $107 | $6,154-98.3% | $4,882-97.8% | $11,248-99.0% |