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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 | $28,603 | $153,769-81.4% | $133,975-78.7% | $273,972-89.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,333 | $6,029-77.9% | $5,211-74.4% | $4,869-72.6% |
| Participant deferral / active EE | $2,125 | $6,958-69.5% | $6,282-66.2% | $5,287-59.8% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,133-99.6% |