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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 | $18,955 | $88,672-78.6% | $105,223-82.0% | $82,448-77.0% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 22.58% | 30.86%-8.3pp | 180.65%-158.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,073 | $3,048-64.8% | $3,689-70.9% | $2,551-57.9% |
| Participant deferral / active EE | $1,351 | $4,036-66.5% | $5,072-73.4% | $4,139-67.4% |
| Admin fee / account holder | $12 | $7,146-99.8% | $8,859-99.9% | $7,234-99.8% |