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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 | $5,482 | $105,200-94.8% | $159,474-96.6% | $85,847-93.6% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.8%-14.6pp | 69.3%-1.1pp |
| Annual return | 17.80% | 45.08%-27.3pp | 263.68%-245.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $839 | $3,319-74.7% | $4,831-82.6% | $2,565-67.3% |
| Participant deferral / active EE | $2,418 | $5,946-59.3% | $7,353-67.1% | $3,952-38.8% |
| Admin fee / account holder | $276 | $6,934-96.0% | $10,802-97.4% | $6,261-95.6% |