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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 | $11,330 | $118,708-90.5% | $98,920-88.5% | $158,982-92.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 23.65% | 372.49%-348.8pp | 196.47%-172.8pp | 302.99%-279.3pp |
| Employer contribution / active EE | $1,103 | $3,334-66.9% | $2,689-59.0% | $4,763-76.8% |
| Participant deferral / active EE | $1,160 | $5,089-77.2% | $4,245-72.7% | $5,983-80.6% |
| Admin fee / account holder | $98 | $10,134-99.0% | $6,643-98.5% | $11,252-99.1% |