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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 | $20,463 | $118,708-82.8% | $98,920-79.3% | $158,966-87.1% |
| Participation rate | 47.4% | 77.8%-30.5pp | 76.0%-28.7pp | 82.0%-34.6pp |
| Annual return | 21.72% | 372.49%-350.8pp | 196.47%-174.8pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,017 | $3,334-69.5% | $2,689-62.2% | $4,762-78.6% |
| Participant deferral / active EE | $1,095 | $5,089-78.5% | $4,245-74.2% | $5,983-81.7% |
| Admin fee / account holder | $29 | $10,134-99.7% | $6,643-99.6% | $11,250-99.7% |