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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 | $7,360 | $100,970-92.7% | $96,576-92.4% | $137,256-94.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 33.54% | 38.16%-4.6pp | 38.47%-4.9pp | 220.34%-186.8pp |
| Employer contribution / active EE | $689 | $3,809-81.9% | $3,553-80.6% | $4,156-83.4% |
| Participant deferral / active EE | $1,175 | $8,286-85.8% | $7,956-85.2% | $6,407-81.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |