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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 | $7,412 | $98,776-92.5% | $149,745-95.1% | $79,856-90.7% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.0pp |
| Annual return | 32.87% | 27.38%+5.5pp | 276.72%-243.9pp | 31.71%+1.2pp |
| Employer contribution / active EE | $605 | $3,217-81.2% | $4,646-87.0% | $2,471-75.5% |
| Participant deferral / active EE | $2,038 | $5,681-64.1% | $6,843-70.2% | $3,741-45.5% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |