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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 | $11,774 | $77,472-84.8% | $100,392-88.3% | $80,935-85.5% |
| Participation rate | 69.0% | 76.9%-8.0pp | 81.5%-12.5pp | 67.7%+1.3pp |
| Annual return | 13.63% | 37.26%-23.6pp | 49.45%-35.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $317 | $2,800-88.7% | $3,941-91.9% | $2,757-88.5% |
| Participant deferral / active EE | $1,860 | $6,818-72.7% | $8,090-77.0% | $4,299-56.7% |
| Admin fee / account holder | $81 | $5,885-98.6% | $7,904-99.0% | $6,924-98.8% |