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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 | $15,715 | $70,418-77.7% | $96,570-83.7% | $85,847-81.7% |
| Participation rate | 26.7% | 61.8%-35.1pp | 69.8%-43.2pp | 69.3%-42.7pp |
| Annual return | 15.89% | 18.59%-2.7pp | 37.79%-21.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $398 | $1,413-71.9% | $2,357-83.1% | $2,565-84.5% |
| Participant deferral / active EE | $817 | $2,894-71.8% | $3,849-78.8% | $3,952-79.3% |
| Admin fee / account holder | $70 | $4,995-98.6% | $6,182-98.9% | $6,261-98.9% |