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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 | $9,718 | $83,485-88.4% | $125,195-92.2% | $72,976-86.7% |
| Participation rate | 43.5% | 73.3%-29.8pp | 79.8%-36.3pp | 69.5%-26.0pp |
| Annual return | 31.28% | 25.77%+5.5pp | 43.79%-12.5pp | 81.02%-49.7pp |
| Employer contribution / active EE | $835 | $2,346-64.4% | $3,866-78.4% | $2,440-65.8% |
| Participant deferral / active EE | $1,177 | $3,586-67.2% | $4,937-76.2% | $3,608-67.4% |
| Admin fee / account holder | $6 | $5,518-99.9% | $9,704-99.9% | $5,124-99.9% |