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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 | $22,725 | $98,766-77.0% | $149,730-84.8% | $79,852-71.5% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.6%-13.0pp |
| Annual return | 26.22% | 27.43%-1.2pp | 276.70%-250.5pp | 31.72%-5.5pp |
| Employer contribution / active EE | $871 | $3,217-72.9% | $4,645-81.3% | $2,471-64.8% |
| Participant deferral / active EE | $1,958 | $5,681-65.5% | $6,843-71.4% | $3,740-47.6% |
| Admin fee / account holder | $167 | $6,052-97.2% | $9,310-98.2% | $5,306-96.9% |