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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 | $18,579 | $83,485-77.7% | $125,192-85.2% | $72,975-74.5% |
| Participation rate | 46.2% | 73.3%-27.1pp | 79.8%-33.6pp | 69.5%-23.3pp |
| Annual return | 29.74% | 25.77%+4.0pp | 43.79%-14.1pp | 81.01%-51.3pp |
| Employer contribution / active EE | $800 | $2,346-65.9% | $3,866-79.3% | $2,440-67.2% |
| Participant deferral / active EE | $1,463 | $3,586-59.2% | $4,937-70.4% | $3,608-59.5% |
| Admin fee / account holder | $261 | $5,518-95.3% | $9,704-97.3% | $5,124-94.9% |