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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 | $114,712-90.9% | $173,730-94.0% | $87,485-88.1% |
| Participation rate | 54.5% | 73.0%-18.4pp | 79.6%-25.0pp | 68.9%-14.4pp |
| Annual return | 26.61% | 20.18%+6.4pp | 19.96%+6.7pp | 26.06%+0.6pp |
| Employer contribution / active EE | $1,111 | $2,904-61.7% | $4,577-75.7% | $2,596-57.2% |
| Participant deferral / active EE | $1,937 | $4,642-58.3% | $6,326-69.4% | $4,274-54.7% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |