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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 | $107,421-78.5% | $182,262-87.3% | $94,015-75.4% |
| Participation rate | 48.9% | 77.8%-28.8pp | 84.2%-35.3pp | 70.8%-21.9pp |
| Annual return | 20.06% | 21.32%-1.3pp | 140.60%-120.5pp | 17.84%+2.2pp |
| Employer contribution / active EE | $978 | $3,448-71.6% | $5,046-80.6% | $2,790-65.0% |
| Participant deferral / active EE | $1,887 | $6,558-71.2% | $8,276-77.2% | $4,249-55.6% |
| Admin fee / account holder | $77 | $8,692-99.1% | $16,712-99.5% | $8,951-99.1% |