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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 | $2,968 | $97,125-96.9% | $86,233-96.6% | $137,256-97.8% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.0%-11.1pp | 80.0%-22.1pp |
| Annual return | 23.17% | 74.19%-51.0pp | 61.39%-38.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $450 | $2,841-84.1% | $2,504-82.0% | $4,156-89.2% |
| Participant deferral / active EE | $728 | $5,180-85.9% | $4,559-84.0% | $6,407-88.6% |
| Admin fee / account holder | $278 | $9,725-97.1% | $8,342-96.7% | $12,270-97.7% |