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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 | $13,268 | $91,179-85.4% | $178,499-92.6% | $79,852-83.4% |
| Participation rate | 35.5% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.2pp |
| Annual return | 18.55% | 24.19%-5.6pp | 151.10%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $479 | $3,256-85.3% | $5,011-90.4% | $2,471-80.6% |
| Participant deferral / active EE | $684 | $3,236-78.9% | $5,202-86.9% | $3,740-81.7% |
| Admin fee / account holder | $88 | $6,749-98.7% | $13,986-99.4% | $5,306-98.3% |