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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 | $8,159 | $111,814-92.7% | $103,378-92.1% | $145,978-94.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.61% | 24.80%-13.2pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,210 | $4,215-71.3% | $3,870-68.7% | $4,662-74.0% |
| Participant deferral / active EE | $1,351 | $5,618-76.0% | $5,058-73.3% | $6,690-79.8% |
| Admin fee / account holder | $64 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |