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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 | $6,897 | $93,617-92.6% | $135,982-94.9% | $75,177-90.8% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.9pp | 67.2%-3.1pp |
| Annual return | 23.43% | 30.89%-7.5pp | 68.32%-44.9pp | 160.75%-137.3pp |
| Employer contribution / active EE | $957 | $3,538-73.0% | $4,859-80.3% | $2,671-64.2% |
| Participant deferral / active EE | $1,457 | $6,406-77.3% | $7,760-81.2% | $4,126-64.7% |
| Admin fee / account holder | $164 | $6,980-97.7% | $10,767-98.5% | $5,651-97.1% |