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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 | $19,065 | $165,399-88.5% | $149,745-87.3% | $158,982-88.0% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 21.02% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $914 | $5,105-82.1% | $4,646-80.3% | $4,763-80.8% |
| Participant deferral / active EE | $1,637 | $7,183-77.2% | $6,843-76.1% | $5,983-72.6% |
| Admin fee / account holder | $44 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |