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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 | $16,185 | $98,766-83.6% | $149,730-89.2% | $79,852-79.7% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.6%-22.6pp |
| Annual return | 21.67% | 27.43%-5.8pp | 276.70%-255.0pp | 31.72%-10.0pp |
| Employer contribution / active EE | $1,299 | $3,217-59.6% | $4,645-72.0% | $2,471-47.4% |
| Participant deferral / active EE | $1,583 | $5,681-72.1% | $6,843-76.9% | $3,740-57.7% |
| Admin fee / account holder | $108 | $6,052-98.2% | $9,310-98.8% | $5,306-98.0% |