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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 | $27,168 | $87,733-69.0% | $106,554-74.5% | $85,851-68.4% |
| Participation rate | 21.9% | 71.9%-50.1pp | 76.1%-54.3pp | 69.3%-47.4pp |
| Annual return | 17.25% | 21.86%-4.6pp | 26.80%-9.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $677 | $2,073-67.3% | $2,819-76.0% | $2,565-73.6% |
| Participant deferral / active EE | $1,301 | $3,469-62.5% | $4,398-70.4% | $3,952-67.1% |
| Admin fee / account holder | $94 | $6,767-98.6% | $7,408-98.7% | $6,261-98.5% |