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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 | $10,961 | $50,947-78.5% | $74,549-85.3% | $64,173-82.9% |
| Participation rate | 35.8% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.8pp |
| Annual return | 106.00% | -1.85%+107.9pp | 32.53%+73.5pp | 7.63%+98.4pp |
| Employer contribution / active EE | $593 | $1,115-46.8% | $1,961-69.7% | $2,381-75.1% |
| Participant deferral / active EE | $778 | $2,302-66.2% | $3,108-75.0% | $3,470-77.6% |
| Admin fee / account holder | $256 | $4,221-93.9% | $5,059-94.9% | $4,887-94.8% |