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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 | $6,884 | $68,880-90.0% | $120,580-94.3% | $80,959-91.5% |
| Participation rate | 41.6% | 61.7%-20.1pp | 72.0%-30.4pp | 67.7%-26.1pp |
| Annual return | 13.27% | 23.68%-10.4pp | 107.48%-94.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $540 | $2,066-73.9% | $3,469-84.4% | $2,757-80.4% |
| Participant deferral / active EE | $687 | $3,191-78.5% | $4,995-86.2% | $4,300-84.0% |
| Admin fee / account holder | $60 | $5,785-99.0% | $9,418-99.4% | $6,925-99.1% |