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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 | $14,288 | $98,766-85.5% | $149,730-90.5% | $79,852-82.1% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 18.30% | 27.43%-9.1pp | 276.70%-258.4pp | 31.72%-13.4pp |
| Employer contribution / active EE | $622 | $3,217-80.7% | $4,645-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,453 | $5,681-74.4% | $6,843-78.8% | $3,740-61.1% |
| Admin fee / account holder | $211 | $6,052-96.5% | $9,310-97.7% | $5,306-96.0% |