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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 | $11,594 | $56,287-79.4% | $80,977-85.7% | $62,881-81.6% |
| Participation rate | 36.4% | 68.9%-32.6pp | 75.8%-39.4pp | 69.3%-32.9pp |
| Annual return | 45.38% | 22.13%+23.2pp | 17.11%+28.3pp | 20.14%+25.2pp |
| Employer contribution / active EE | $542 | $1,943-72.1% | $3,715-85.4% | $2,281-76.3% |
| Participant deferral / active EE | $1,403 | $4,196-66.6% | $5,696-75.4% | $3,203-56.2% |
| Admin fee / account holder | $231 | $3,742-93.8% | $5,517-95.8% | $4,296-94.6% |