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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 | $21,297 | $98,776-78.4% | $149,745-85.8% | $79,856-73.3% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 20.93% | 27.38%-6.4pp | 276.72%-255.8pp | 31.71%-10.8pp |
| Employer contribution / active EE | $779 | $3,217-75.8% | $4,646-83.2% | $2,471-68.5% |
| Participant deferral / active EE | $1,948 | $5,681-65.7% | $6,843-71.5% | $3,741-47.9% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |