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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 | $3,282 | $48,337-93.2% | $67,560-95.1% | $80,959-95.9% |
| Participation rate | 46.3% | 66.4%-20.1pp | 72.9%-26.6pp | 67.7%-21.3pp |
| Annual return | 25.96% | 18.26%+7.7pp | 3533.50%-3507.5pp | 35.67%-9.7pp |
| Employer contribution / active EE | $461 | $2,023-77.2% | $2,737-83.2% | $2,757-83.3% |
| Participant deferral / active EE | $648 | $2,928-77.9% | $4,004-83.8% | $4,300-84.9% |
| Admin fee / account holder | $125 | $3,695-96.6% | $3,994-96.9% | $6,925-98.2% |