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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 | $8,921 | $98,760-91.0% | $149,710-94.0% | $79,860-88.8% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.5%-13.4pp | 69.6%-0.6pp |
| Annual return | 30.67% | 27.43%+3.2pp | 276.63%-246.0pp | 31.72%-1.0pp |
| Employer contribution / active EE | $1,247 | $3,217-61.2% | $4,645-73.2% | $2,471-49.5% |
| Participant deferral / active EE | $2,350 | $5,681-58.6% | $6,842-65.7% | $3,740-37.2% |
| Admin fee / account holder | $176 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |