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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 | $15,337 | $65,395-76.5% | $182,540-91.6% | $72,975-79.0% |
| Participation rate | 46.4% | 65.4%-19.0pp | 78.0%-31.5pp | 69.5%-23.1pp |
| Annual return | 23.83% | 27.68%-3.8pp | 148.58%-124.7pp | 81.01%-57.2pp |
| Employer contribution / active EE | $416 | $1,911-78.2% | $4,076-89.8% | $2,440-82.9% |
| Participant deferral / active EE | $924 | $3,563-74.1% | $5,525-83.3% | $3,608-74.4% |
| Admin fee / account holder | $114 | $4,245-97.3% | $8,593-98.7% | $5,124-97.8% |