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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 | $38,810 | $138,385-72.0% | $184,243-78.9% | $80,925-52.0% |
| Participation rate | 55.1% | 83.9%-28.8pp | 86.8%-31.8pp | 67.7%-12.6pp |
| Annual return | 14.11% | 20.02%-5.9pp | 28.82%-14.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,683 | $4,851-65.3% | $6,427-73.8% | $2,756-38.9% |
| Participant deferral / active EE | $2,829 | $7,075-60.0% | $9,132-69.0% | $4,299-34.2% |
| Admin fee / account holder | $32 | $10,489-99.7% | $13,914-99.8% | $6,940-99.5% |