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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 | $18,320 | $82,133-77.7% | $147,318-87.6% | $64,097-71.4% |
| Participation rate | 33.8% | 62.3%-28.4pp | 82.1%-48.2pp | 55.2%-21.4pp |
| Annual return | 60.85% | 78.78%-17.9pp | 70.43%-9.6pp | 34.64%+26.2pp |
| Employer contribution / active EE | $370 | $2,872-87.1% | $4,593-91.9% | $1,891-80.4% |
| Participant deferral / active EE | $1,025 | $5,407-81.0% | $7,906-87.0% | $3,080-66.7% |
| Admin fee / account holder | $283 | $3,730-92.4% | $13,708-97.9% | $3,454-91.8% |