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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 | $10,436 | $108,825-90.4% | $156,181-93.3% | $82,448-87.3% |
| Participation rate | 54.5% | 72.4%-17.8pp | 78.8%-24.3pp | 68.1%-13.5pp |
| Annual return | 26.61% | 20.59%+6.0pp | 64.87%-38.3pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,111 | $2,870-61.3% | $4,294-74.1% | $2,551-56.4% |
| Participant deferral / active EE | $1,937 | $4,577-57.7% | $6,132-68.4% | $4,139-53.2% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |