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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 | $11,076 | $106,864-89.6% | $147,318-92.5% | $82,637-86.6% |
| Participation rate | 59.3% | 75.5%-16.2pp | 82.1%-22.8pp | 68.1%-8.8pp |
| Annual return | 45.87% | 27.49%+18.4pp | 70.43%-24.6pp | 53.51%-7.6pp |
| Employer contribution / active EE | $1,860 | $3,417-45.6% | $4,593-59.5% | $2,552-27.1% |
| Participant deferral / active EE | $2,257 | $6,496-65.3% | $7,906-71.5% | $4,126-45.3% |
| Admin fee / account holder | $19 | $8,415-99.8% | $13,708-99.9% | $7,339-99.7% |