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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 | $23,130 | $106,749-78.3% | $145,433-84.1% | $82,448-71.9% |
| Participation rate | 48.9% | 75.6%-26.7pp | 82.1%-33.2pp | 68.1%-19.1pp |
| Annual return | 20.06% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $978 | $3,444-71.6% | $4,554-78.5% | $2,551-61.7% |
| Participant deferral / active EE | $1,887 | $6,519-71.1% | $7,897-76.1% | $4,139-54.4% |
| Admin fee / account holder | $77 | $8,390-99.1% | $13,129-99.4% | $7,234-98.9% |