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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 | $12,395 | $91,559-86.5% | $133,971-90.7% | $79,852-84.5% |
| Participation rate | 36.0% | 73.3%-37.3pp | 79.8%-43.8pp | 69.6%-33.6pp |
| Annual return | 33.08% | 61.85%-28.8pp | 45.09%-12.0pp | 31.72%+1.4pp |
| Employer contribution / active EE | $631 | $2,384-73.5% | $3,919-83.9% | $2,471-74.5% |
| Participant deferral / active EE | $679 | $3,734-81.8% | $5,047-86.5% | $3,740-81.8% |
| Admin fee / account holder | $213 | $6,321-96.6% | $8,929-97.6% | $5,306-96.0% |