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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 | $19,749 | $103,392-80.9% | $87,104-77.3% | $152,897-87.1% |
| Participation rate | 30.8% | 79.4%-48.6pp | 76.9%-46.1pp | 82.5%-51.7pp |
| Annual return | 21.55% | 28.10%-6.6pp | 28.19%-6.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $700 | $3,221-78.3% | $2,521-72.2% | $4,764-85.3% |
| Participant deferral / active EE | $1,210 | $4,778-74.7% | $4,048-70.1% | $5,851-79.3% |
| Admin fee / account holder | $70 | $12,194-99.4% | $7,491-99.1% | $11,599-99.4% |