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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 | $23,948 | $91,559-73.8% | $133,971-82.1% | $79,852-70.0% |
| Participation rate | 12.8% | 73.3%-60.5pp | 79.8%-67.0pp | 69.6%-56.8pp |
| Annual return | 42.34% | 61.85%-19.5pp | 45.09%-2.8pp | 31.72%+10.6pp |
| Employer contribution / active EE | $657 | $2,384-72.5% | $3,919-83.2% | $2,471-73.4% |
| Participant deferral / active EE | $1,122 | $3,734-70.0% | $5,047-77.8% | $3,740-70.0% |
| Admin fee / account holder | $127 | $6,321-98.0% | $8,929-98.6% | $5,306-97.6% |