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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 | $14,057 | $115,911-87.9% | $100,530-86.0% | $158,950-91.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 22.10% | 34.80%-12.7pp | 30.89%-8.8pp | 302.91%-280.8pp |
| Employer contribution / active EE | $657 | $4,104-84.0% | $3,418-80.8% | $4,762-86.2% |
| Participant deferral / active EE | $822 | $6,676-87.7% | $6,271-86.9% | $5,983-86.3% |
| Admin fee / account holder | $47 | $10,999-99.6% | $8,083-99.4% | $11,248-99.6% |