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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 | $8,107 | $112,729-92.8% | $98,716-91.8% | $137,256-94.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 23.79% | 38.48%-14.7pp | 31.81%-8.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $832 | $2,725-69.5% | $2,279-63.5% | $4,156-80.0% |
| Participant deferral / active EE | $1,037 | $4,640-77.7% | $4,048-74.4% | $6,407-83.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |