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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 | $6,245 | $55,713-88.8% | $75,901-91.8% | $72,975-91.4% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 70.87% | 27.60%+43.3pp | 30.76%+40.1pp | 81.01%-10.1pp |
| Employer contribution / active EE | $397 | $1,687-76.5% | $2,501-84.1% | $2,440-83.7% |
| Participant deferral / active EE | $454 | $2,634-82.8% | $3,603-87.4% | $3,608-87.4% |
| Admin fee / account holder | $189 | $3,980-95.2% | $5,420-96.5% | $5,124-96.3% |