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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 | $16,250 | $103,387-84.3% | $87,102-81.3% | $152,885-89.4% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.9%-29.5pp | 82.5%-35.1pp |
| Annual return | 20.82% | 28.10%-7.3pp | 28.19%-7.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $975 | $3,221-69.7% | $2,521-61.3% | $4,763-79.5% |
| Participant deferral / active EE | $1,414 | $4,778-70.4% | $4,048-65.1% | $5,851-75.8% |
| Admin fee / account holder | $79 | $12,193-99.3% | $7,491-98.9% | $11,598-99.3% |