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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 | $10,293 | $93,589-89.0% | $135,942-92.4% | $75,181-86.3% |
| Participation rate | 34.1% | 75.2%-41.0pp | 81.9%-47.8pp | 67.2%-33.1pp |
| Annual return | 16.30% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $839 | $3,537-76.3% | $4,858-82.7% | $2,671-68.6% |
| Participant deferral / active EE | $913 | $6,405-85.7% | $7,759-88.2% | $4,126-77.9% |
| Admin fee / account holder | $252 | $6,977-96.4% | $10,764-97.7% | $5,650-95.5% |