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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 | $12,639 | $126,661-90.0% | $113,397-88.9% | $138,895-90.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 23.34% | 25.05%-1.7pp | 23.20%+0.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $1,293 | $3,456-62.6% | $2,977-56.6% | $4,194-69.2% |
| Participant deferral / active EE | $1,690 | $5,693-70.3% | $5,076-66.7% | $6,396-73.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |