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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 | $24,854 | $98,766-74.8% | $149,730-83.4% | $79,852-68.9% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 19.58% | 27.43%-7.8pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $825 | $3,217-74.3% | $4,645-82.2% | $2,471-66.6% |
| Participant deferral / active EE | $2,232 | $5,681-60.7% | $6,843-67.4% | $3,740-40.3% |
| Admin fee / account holder | $198 | $6,052-96.7% | $9,310-97.9% | $5,306-96.3% |