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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 | $12,182 | $98,776-87.7% | $149,745-91.9% | $79,856-84.7% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 22.37% | 27.38%-5.0pp | 276.72%-254.4pp | 31.71%-9.3pp |
| Employer contribution / active EE | $668 | $3,217-79.2% | $4,646-85.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,154 | $5,681-79.7% | $6,843-83.1% | $3,741-69.1% |
| Admin fee / account holder | $35 | $6,053-99.4% | $9,312-99.6% | $5,306-99.3% |