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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 | $17,089 | $108,825-84.3% | $156,181-89.1% | $82,448-79.3% |
| Participation rate | 40.7% | 72.4%-31.7pp | 78.8%-38.2pp | 68.1%-27.4pp |
| Annual return | 24.92% | 20.59%+4.3pp | 64.87%-40.0pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,002 | $2,870-65.1% | $4,294-76.7% | $2,551-60.7% |
| Participant deferral / active EE | $1,736 | $4,577-62.1% | $6,132-71.7% | $4,139-58.1% |
| Admin fee / account holder | $35 | $9,341-99.6% | $14,586-99.8% | $7,234-99.5% |