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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 | $2,883 | $88,360-96.7% | $145,433-98.0% | $67,986-95.8% |
| Participation rate | 52.9% | 65.5%-12.5pp | 82.1%-29.2pp | 57.2%-4.3pp |
| Annual return | 25.13% | 63.15%-38.0pp | 66.58%-41.4pp | 31.67%-6.5pp |
| Employer contribution / active EE | $598 | $3,054-80.4% | $4,554-86.9% | $2,019-70.4% |
| Participant deferral / active EE | $708 | $5,932-88.1% | $7,897-91.0% | $3,358-78.9% |
| Admin fee / account holder | $214 | $3,313-93.5% | $13,129-98.4% | $3,203-93.3% |