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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 | $6,643 | $182,442-96.4% | $163,379-95.9% | $138,895-95.2% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.8%-13.7pp | 79.9%-16.8pp |
| Annual return | 19.44% | 72.74%-53.3pp | 63.41%-44.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $599 | $4,159-85.6% | $3,752-84.0% | $4,194-85.7% |
| Participant deferral / active EE | $719 | $6,817-89.4% | $6,282-88.5% | $6,396-88.8% |
| Admin fee / account holder | $91 | $10,396-99.1% | $9,818-99.1% | $12,562-99.3% |