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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 | $12,460 | $136,860-90.9% | $120,344-89.6% | $154,746-91.9% |
| Participation rate | 65.2% | 79.9%-14.7pp | 76.7%-11.5pp | 80.7%-15.5pp |
| Annual return | 22.01% | 21.38%+0.6pp | 20.30%+1.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,073 | $3,533-69.6% | $3,020-64.5% | $4,379-75.5% |
| Participant deferral / active EE | $1,954 | $5,793-66.3% | $5,135-61.9% | $6,730-71.0% |
| Admin fee / account holder | $267 | $15,393-98.3% | $12,742-97.9% | $14,365-98.1% |