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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 | $6,406 | $117,904-94.6% | $102,457-93.7% | $145,978-95.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 23.13% | 31.80%-8.7pp | 29.41%-6.3pp | 550.52%-527.4pp |
| Employer contribution / active EE | $1,270 | $3,613-64.9% | $3,022-58.0% | $4,662-72.8% |
| Participant deferral / active EE | $1,311 | $5,733-77.1% | $5,054-74.1% | $6,690-80.4% |
| Admin fee / account holder | $14 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |