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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 | $10,604 | $53,128-80.0% | $86,582-87.8% | $70,126-84.9% |
| Participation rate | 30.8% | 65.3%-34.5pp | 73.5%-42.8pp | 69.5%-38.8pp |
| Annual return | 15.59% | 27.66%-12.1pp | 965.08%-949.5pp | 73.15%-57.6pp |
| Employer contribution / active EE | $369 | $2,068-82.2% | $2,839-87.0% | $2,343-84.3% |
| Participant deferral / active EE | $696 | $2,695-74.2% | $3,609-80.7% | $3,332-79.1% |
| Admin fee / account holder | $26 | $3,584-99.3% | $4,904-99.5% | $4,645-99.4% |