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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 | $8,793 | $97,648-91.0% | $121,663-92.8% | $87,485-89.9% |
| Participation rate | 67.7% | 70.5%-2.7pp | 74.5%-6.7pp | 68.9%-1.2pp |
| Annual return | 26.85% | 18.03%+8.8pp | 147.54%-120.7pp | 26.06%+0.8pp |
| Employer contribution / active EE | $1,300 | $2,300-43.5% | $3,020-56.9% | $2,596-49.9% |
| Participant deferral / active EE | $1,624 | $3,923-58.6% | $4,887-66.8% | $4,274-62.0% |
| Admin fee / account holder | $173 | $11,100-98.4% | $14,289-98.8% | $7,775-97.8% |