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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 | $24,407 | $167,415-85.4% | $140,514-82.6% | $198,609-87.7% |
| Participation rate | 61.5% | 80.9%-19.3pp | 77.8%-16.3pp | 82.4%-20.8pp |
| Annual return | 16.22% | 13.85%+2.4pp | 14.36%+1.9pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,169 | $4,088-71.4% | $3,378-65.4% | $5,055-76.9% |
| Participant deferral / active EE | $2,093 | $5,579-62.5% | $4,919-57.5% | $6,977-70.0% |
| Admin fee / account holder | $243 | $16,730-98.5% | $13,697-98.2% | $19,030-98.7% |