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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 | $3,715 | $80,781-95.4% | $102,437-96.4% | $74,478-95.0% |
| Participation rate | 56.4% | 65.7%-9.3pp | 74.5%-18.1pp | 67.2%-10.9pp |
| Annual return | 11.96% | 27.58%-15.6pp | 24.95%-13.0pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $1,597 | $3,160-49.5% | $3,871-58.7% | $2,626-39.2% |
| Participant deferral / active EE | $115 | $3,862-97.0% | $5,060-97.7% | $4,350-97.4% |
| Admin fee / account holder | $179 | $2,372-92.4% | $8,388-97.9% | $1,946-90.8% |