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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 | $19,362 | $80,983-76.1% | $96,544-79.9% | $75,177-74.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 20.37% | 27.05%-6.7pp | 25.88%-5.5pp | 160.75%-140.4pp |
| Employer contribution / active EE | $786 | $2,282-65.6% | $2,966-73.5% | $2,671-70.6% |
| Participant deferral / active EE | $1,335 | $3,929-66.0% | $4,851-72.5% | $4,126-67.6% |
| Admin fee / account holder | $50 | $6,717-99.3% | $8,254-99.4% | $5,651-99.1% |