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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 | $15,612 | $86,298-81.9% | $111,308-86.0% | $85,847-81.8% |
| Participation rate | 16.3% | 73.3%-57.1pp | 77.3%-61.0pp | 69.3%-53.0pp |
| Annual return | 38.31% | 19.99%+18.3pp | 54.67%-16.4pp | 318.61%-280.3pp |
| Employer contribution / active EE | $890 | $2,044-56.4% | $2,732-67.4% | $2,565-65.3% |
| Participant deferral / active EE | $1,224 | $3,641-66.4% | $4,487-72.7% | $3,952-69.0% |
| Admin fee / account holder | $93 | $8,189-98.9% | $7,965-98.8% | $6,261-98.5% |