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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 | $5,032 | $115,917-95.7% | $100,535-95.0% | $158,982-96.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 79.4%-22.3pp | 82.0%-24.8pp |
| Annual return | 28.76% | 34.80%-6.0pp | 30.90%-2.1pp | 302.99%-274.2pp |
| Employer contribution / active EE | $966 | $4,105-76.5% | $3,419-71.7% | $4,763-79.7% |
| Participant deferral / active EE | $1,469 | $6,677-78.0% | $6,271-76.6% | $5,983-75.5% |
| Admin fee / account holder | $55 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |