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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 | $10,424 | $50,637-79.4% | $86,582-88.0% | $62,293-83.3% |
| Participation rate | 60.3% | 67.9%-7.6pp | 73.5%-13.3pp | 69.5%-9.3pp |
| Annual return | 24.19% | 20.80%+3.4pp | 965.08%-940.9pp | 28.90%-4.7pp |
| Employer contribution / active EE | $971 | $2,075-53.2% | $2,839-65.8% | $2,042-52.4% |
| Participant deferral / active EE | $379 | $2,611-85.5% | $3,609-89.5% | $3,169-88.0% |
| Admin fee / account holder | $286 | $413-30.7% | $4,904-94.2% | $479-40.3% |