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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 | $9,153 | $79,961-88.6% | $98,462-90.7% | $75,177-87.8% |
| Participation rate | 29.7% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.5pp |
| Annual return | 38.40% | 19.75%+18.7pp | 21.17%+17.2pp | 160.75%-122.3pp |
| Employer contribution / active EE | $779 | $2,264-65.6% | $3,049-74.4% | $2,671-70.8% |
| Participant deferral / active EE | $1,321 | $3,753-64.8% | $4,738-72.1% | $4,126-68.0% |
| Admin fee / account holder | $24 | $6,842-99.7% | $8,875-99.7% | $5,651-99.6% |