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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 | $19,127 | $89,370-78.6% | $141,197-86.5% | $72,976-73.8% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 23.11% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,175 | $3,115-62.3% | $4,736-75.2% | $2,440-51.8% |
| Participant deferral / active EE | $1,718 | $5,419-68.3% | $6,710-74.4% | $3,608-52.4% |
| Admin fee / account holder | $180 | $5,957-97.0% | $10,265-98.2% | $5,124-96.5% |