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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 | $12,489 | $113,941-89.0% | $94,229-86.7% | $125,389-90.0% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | 43.99% | 5.29%+38.7pp | 10.68%+33.3pp | 282.24%-238.2pp |
| Employer contribution / active EE | $2,271 | $4,727-52.0% | $3,587-36.7% | $4,866-53.3% |
| Participant deferral / active EE | $1,406 | $5,179-72.8% | $4,320-67.4% | $5,352-73.7% |
| Admin fee / account holder | $137 | $8,392-98.4% | $6,269-97.8% | $9,541-98.6% |