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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 | $106,974-96.7% | $90,796-96.1% | $138,895-97.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 31.47% | 20.10%+11.4pp | 19.29%+12.2pp | 145.39%-113.9pp |
| Employer contribution / active EE | $240 | $2,609-90.8% | $2,294-89.5% | $4,194-94.3% |
| Participant deferral / active EE | $778 | $4,455-82.5% | $3,822-79.7% | $6,396-87.8% |
| Admin fee / account holder | $22 | $8,626-99.7% | $7,024-99.7% | $12,562-99.8% |