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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 | $213,785-89.9% | $185,441-88.3% | $155,188-86.0% |
| Participation rate | 40.0% | 83.2%-43.2pp | 80.3%-40.3pp | 80.8%-40.8pp |
| Annual return | 14.19% | 19.97%-5.8pp | 20.16%-6.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,538 | $5,393-71.5% | $4,672-67.1% | $4,248-63.8% |
| Participant deferral / active EE | $1,612 | $6,864-76.5% | $6,152-73.8% | $6,531-75.3% |
| Admin fee / account holder | $173 | $21,134-99.2% | $17,890-99.0% | $14,480-98.8% |