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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 | $14,038 | $72,027-80.5% | $185,861-92.4% | $79,856-82.4% |
| Participation rate | 68.4% | 65.8%+2.7pp | 78.0%-9.6pp | 69.6%-1.2pp |
| Annual return | 33.94% | 23.13%+10.8pp | 35.96%-2.0pp | 31.71%+2.2pp |
| Employer contribution / active EE | $642 | $1,965-67.3% | $4,088-84.3% | $2,471-74.0% |
| Participant deferral / active EE | $693 | $3,780-81.7% | $5,634-87.7% | $3,741-81.5% |
| Admin fee / account holder | $20 | $4,513-99.6% | $9,503-99.8% | $5,306-99.6% |