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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 | $7,896 | $77,449-89.8% | $69,483-88.6% | $152,909-94.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | 27.50% | 39.09%-11.6pp | 28.99%-1.5pp | 345.46%-318.0pp |
| Employer contribution / active EE | $422 | $3,316-87.3% | $2,780-84.8% | $4,764-91.1% |
| Participant deferral / active EE | $667 | $4,415-84.9% | $3,537-81.1% | $5,851-88.6% |
| Admin fee / account holder | $67 | $6,210-98.9% | $3,841-98.3% | $11,601-99.4% |