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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 | $3,761 | $118,467-96.8% | $98,450-96.2% | $139,456-97.3% |
| Participation rate | 47.1% | 77.5%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 35.14% | 18.95%+16.2pp | 21.16%+14.0pp | 373.45%-338.3pp |
| Employer contribution / active EE | $1,128 | $3,611-68.8% | $3,049-63.0% | $4,753-76.3% |
| Participant deferral / active EE | $1,368 | $5,393-74.6% | $4,739-71.1% | $6,711-79.6% |
| Admin fee / account holder | $278 | $14,057-98.0% | $8,961-96.9% | $11,407-97.6% |