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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 | $17,605 | $77,492-77.3% | $100,398-82.5% | $80,911-78.2% |
| Participation rate | 41.7% | 76.9%-35.3pp | 81.5%-39.8pp | 67.6%-26.0pp |
| Annual return | 75.88% | 37.23%+38.6pp | 49.32%+26.6pp | 35.63%+40.2pp |
| Employer contribution / active EE | $1,196 | $2,800-57.3% | $3,946-69.7% | $2,756-56.6% |
| Participant deferral / active EE | $2,586 | $6,817-62.1% | $8,084-68.0% | $4,297-39.8% |
| Admin fee / account holder | $73 | $5,892-98.8% | $7,893-99.1% | $6,935-99.0% |