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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 | $13,792 | $69,444-80.1% | $92,985-85.2% | $87,485-84.2% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.9%-8.9pp |
| Annual return | 20.65% | 23.85%-3.2pp | 27.99%-7.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $491 | $1,917-74.4% | $2,662-81.5% | $2,596-81.1% |
| Participant deferral / active EE | $808 | $3,364-76.0% | $4,377-81.5% | $4,274-81.1% |
| Admin fee / account holder | $53 | $6,137-99.1% | $9,463-99.4% | $7,775-99.3% |