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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 | $115,225-93.0% | $100,712-92.0% | $138,895-94.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 23.79% | 40.35%-16.6pp | 33.27%-9.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $832 | $2,771-70.0% | $2,313-64.0% | $4,194-80.2% |
| Participant deferral / active EE | $1,037 | $4,699-77.9% | $4,085-74.6% | $6,396-83.8% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |