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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 | $13,308 | $96,558-86.2% | $80,977-83.6% | $273,972-95.1% |
| Participation rate | 43.5% | 79.1%-35.6pp | 75.8%-32.3pp | 83.0%-39.5pp |
| Annual return | 180.24% | 15.14%+165.1pp | 17.11%+163.1pp | 41.46%+138.8pp |
| Employer contribution / active EE | $707 | $4,869-85.5% | $3,715-81.0% | $4,869-85.5% |
| Participant deferral / active EE | $1,082 | $6,598-83.6% | $5,696-81.0% | $5,287-79.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |