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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 | $1,517 | $78,520-98.1% | $96,576-98.4% | $82,448-98.2% |
| Participation rate | 65.6% | 77.7%-12.1pp | 81.4%-15.8pp | 68.1%-2.4pp |
| Annual return | 19.59% | 41.30%-21.7pp | 38.47%-18.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $122 | $2,630-95.4% | $3,553-96.6% | $2,551-95.2% |
| Participant deferral / active EE | $179 | $6,754-97.3% | $7,956-97.7% | $4,139-95.7% |
| Admin fee / account holder | $51 | $13,455-99.6% | $11,381-99.6% | $7,234-99.3% |