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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 | $3,499 | $103,164-96.6% | $90,259-96.1% | $154,746-97.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 31.47% | 19.25%+12.2pp | 18.88%+12.6pp | 172.34%-140.9pp |
| Employer contribution / active EE | $240 | $2,532-90.5% | $2,291-89.5% | $4,379-94.5% |
| Participant deferral / active EE | $778 | $4,422-82.4% | $3,827-79.7% | $6,730-88.4% |
| Admin fee / account holder | $22 | $8,593-99.7% | $7,267-99.7% | $14,365-99.8% |