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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 | $34,419 | $227,399-84.9% | $189,758-81.9% | $198,609-82.7% |
| Participation rate | 45.5% | 84.0%-38.5pp | 79.8%-34.3pp | 82.4%-36.9pp |
| Annual return | 13.01% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,769 | $5,526-68.0% | $4,767-62.9% | $5,055-65.0% |
| Participant deferral / active EE | $1,927 | $6,837-71.8% | $5,856-67.1% | $6,977-72.4% |
| Admin fee / account holder | $76 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |