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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 | $13,288 | $98,766-86.5% | $149,730-91.1% | $79,852-83.4% |
| Participation rate | 39.1% | 75.8%-36.7pp | 82.5%-43.4pp | 69.6%-30.5pp |
| Annual return | 15.20% | 27.43%-12.2pp | 276.70%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $850 | $3,217-73.6% | $4,645-81.7% | $2,471-65.6% |
| Participant deferral / active EE | $1,223 | $5,681-78.5% | $6,843-82.1% | $3,740-67.3% |
| Admin fee / account holder | $272 | $6,052-95.5% | $9,310-97.1% | $5,306-94.9% |