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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 | $21,691 | $228,352-90.5% | $185,835-88.3% | $158,966-86.4% |
| Participation rate | 29.4% | 82.3%-52.9pp | 78.0%-48.6pp | 82.0%-52.6pp |
| Annual return | 16.51% | 40.81%-24.3pp | 35.96%-19.4pp | 302.95%-286.4pp |
| Employer contribution / active EE | $655 | $4,967-86.8% | $4,087-84.0% | $4,762-86.2% |
| Participant deferral / active EE | $755 | $6,416-88.2% | $5,633-86.6% | $5,983-87.4% |
| Admin fee / account holder | $74 | $11,867-99.4% | $9,502-99.2% | $11,250-99.3% |