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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 | $19,949 | $81,208-75.4% | $98,920-79.8% | $79,856-75.0% |
| Participation rate | 51.6% | 72.5%-20.9pp | 76.0%-24.4pp | 69.6%-18.0pp |
| Annual return | 18.39% | 60.99%-42.6pp | 196.47%-178.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $940 | $1,960-52.0% | $2,689-65.0% | $2,471-61.9% |
| Participant deferral / active EE | $1,405 | $3,265-57.0% | $4,245-66.9% | $3,741-62.4% |
| Admin fee / account holder | $176 | $6,013-97.1% | $6,643-97.4% | $5,306-96.7% |