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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 | $22,960 | $106,749-78.5% | $145,433-84.2% | $82,448-72.2% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 21.61% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,741 | $3,444-49.5% | $4,554-61.8% | $2,551-31.8% |
| Participant deferral / active EE | $1,497 | $6,519-77.0% | $7,897-81.0% | $4,139-63.8% |
| Admin fee / account holder | $89 | $8,390-98.9% | $13,129-99.3% | $7,234-98.8% |