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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 | $21,667 | $199,109-89.1% | $173,730-87.5% | $154,746-86.0% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 14.19% | 20.02%-5.8pp | 19.96%-5.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,538 | $5,311-71.0% | $4,577-66.4% | $4,379-64.9% |
| Participant deferral / active EE | $1,612 | $7,113-77.3% | $6,326-74.5% | $6,730-76.1% |
| Admin fee / account holder | $173 | $20,916-99.2% | $17,523-99.0% | $14,365-98.8% |