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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 | $8,278 | $70,475-88.3% | $100,530-91.8% | $79,858-89.6% |
| Participation rate | 36.6% | 73.7%-37.1pp | 79.4%-42.8pp | 69.6%-33.1pp |
| Annual return | 114.75% | 21.90%+92.9pp | 30.89%+83.9pp | 31.72%+83.0pp |
| Employer contribution / active EE | $969 | $2,165-55.3% | $3,418-71.7% | $2,471-60.8% |
| Participant deferral / active EE | $1,717 | $5,181-66.9% | $6,271-72.6% | $3,740-54.1% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,083-100.0% | $5,306-100.0% |