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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 | $1,234 | $29,051-95.8% | $52,425-97.6% | $67,986-98.2% |
| Participation rate | 35.1% | 30.4%+4.7pp | 55.6%-20.5pp | 57.2%-22.1pp |
| Annual return | 22.43% | 24.00%-1.6pp | 302.12%-279.7pp | 31.67%-9.2pp |
| Employer contribution / active EE | $76 | $412-81.4% | $914-91.6% | $2,019-96.2% |
| Participant deferral / active EE | $84 | $873-90.3% | $1,790-95.3% | $3,358-97.5% |
| Admin fee / account holder | $119 | $2,113-94.4% | $2,495-95.2% | $3,203-96.3% |