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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 | $8,646 | $232,540-96.3% | $185,117-95.3% | $147,585-94.1% |
| Participation rate | 57.9% | 82.4%-24.5pp | 77.3%-19.4pp | 82.8%-24.9pp |
| Annual return | 18.60% | 43.03%-24.4pp | 40.50%-21.9pp | 578.58%-560.0pp |
| Employer contribution / active EE | $607 | $5,195-88.3% | $4,182-85.5% | $4,876-87.6% |
| Participant deferral / active EE | $834 | $5,834-85.7% | $5,045-83.5% | $5,439-84.7% |
| Admin fee / account holder | $65 | $10,275-99.4% | $8,159-99.2% | $10,886-99.4% |