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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 | $9,881 | $73,988-86.6% | $96,538-89.8% | $75,177-86.9% |
| Participation rate | 47.2% | 66.4%-19.2pp | 74.3%-27.1pp | 67.2%-20.0pp |
| Annual return | 37.00% | 26.73%+10.3pp | 35.74%+1.3pp | 160.75%-123.7pp |
| Employer contribution / active EE | $2,549 | $2,930-13.0% | $3,740-31.9% | $2,671-4.6% |
| Participant deferral / active EE | $662 | $3,660-81.9% | $4,880-86.4% | $4,126-84.0% |
| Admin fee / account holder | $279 | $5,220-94.7% | $6,737-95.9% | $5,651-95.1% |