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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 | $24,279 | $153,769-84.2% | $133,975-81.9% | $273,972-91.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 6.17% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,348 | $6,029-77.6% | $5,211-74.1% | $4,869-72.3% |
| Participant deferral / active EE | $1,674 | $6,958-75.9% | $6,282-73.4% | $5,287-68.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |