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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 | $15,636 | $56,287-72.2% | $80,977-80.7% | $62,881-75.1% |
| Participation rate | 41.2% | 68.9%-27.8pp | 75.8%-34.6pp | 69.3%-28.1pp |
| Annual return | 18.03% | 22.13%-4.1pp | 17.11%+0.9pp | 20.14%-2.1pp |
| Employer contribution / active EE | $1,123 | $1,943-42.2% | $3,715-69.8% | $2,281-50.8% |
| Participant deferral / active EE | $1,629 | $4,196-61.2% | $5,696-71.4% | $3,203-49.1% |
| Admin fee / account holder | $4 | $3,742-99.9% | $5,517-99.9% | $4,296-99.9% |