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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 | $23,208 | $152,612-84.8% | $125,192-81.5% | $152,897-84.8% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.5%-45.0pp |
| Annual return | 23.30% | 54.85%-31.5pp | 43.79%-20.5pp | 345.43%-322.1pp |
| Employer contribution / active EE | $971 | $4,947-80.4% | $3,866-74.9% | $4,764-79.6% |
| Participant deferral / active EE | $1,287 | $5,868-78.1% | $4,937-73.9% | $5,851-78.0% |
| Admin fee / account holder | $86 | $13,437-99.4% | $9,704-99.1% | $11,599-99.3% |