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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 | $8,428 | $53,344-84.2% | $121,169-93.0% | $74,440-88.7% |
| Participation rate | 24.9% | 60.0%-35.1pp | 69.5%-44.6pp | 70.7%-45.8pp |
| Annual return | 31.82% | 35.15%-3.3pp | 986.71%-954.9pp | 34.37%-2.6pp |
| Employer contribution / active EE | $527 | $1,898-72.2% | $4,168-87.3% | $2,638-80.0% |
| Participant deferral / active EE | $801 | $3,221-75.1% | $4,083-80.4% | $4,529-82.3% |
| Admin fee / account holder | $192 | $382-49.7% | $5,645-96.6% | $348-44.8% |