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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 | $11,367 | $94,436-88.0% | $115,599-90.2% | $82,637-86.2% |
| Participation rate | 39.5% | 70.4%-31.0pp | 74.3%-34.8pp | 68.1%-28.6pp |
| Annual return | 25.25% | 18.37%+6.9pp | 111.10%-85.8pp | 53.51%-28.3pp |
| Employer contribution / active EE | $680 | $2,324-70.7% | $2,955-77.0% | $2,552-73.3% |
| Participant deferral / active EE | $1,638 | $3,955-58.6% | $4,889-66.5% | $4,126-60.3% |
| Admin fee / account holder | $188 | $10,328-98.2% | $12,841-98.5% | $7,339-97.4% |