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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 | $5,764 | $77,908-92.6% | $149,696-96.1% | $75,173-92.3% |
| Participation rate | 51.7% | 65.6%-13.9pp | 78.8%-27.1pp | 67.2%-15.5pp |
| Annual return | 19.32% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $549 | $3,138-82.5% | $4,821-88.6% | $2,671-79.4% |
| Participant deferral / active EE | $591 | $3,411-82.7% | $5,682-89.6% | $4,126-85.7% |
| Admin fee / account holder | $23 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |