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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 | $12,227 | $65,395-81.3% | $182,558-93.3% | $72,976-83.2% |
| Participation rate | 39.3% | 65.4%-26.2pp | 78.0%-38.7pp | 69.5%-30.2pp |
| Annual return | 29.88% | 27.68%+2.2pp | 148.59%-118.7pp | 81.02%-51.1pp |
| Employer contribution / active EE | $355 | $1,911-81.4% | $4,076-91.3% | $2,440-85.5% |
| Participant deferral / active EE | $1,021 | $3,563-71.3% | $5,526-81.5% | $3,608-71.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |