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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 | $16,555 | $114,712-85.6% | $173,730-90.5% | $87,485-81.1% |
| Participation rate | 0.0% | 73.0%-73.0pp | 79.6%-79.6pp | 68.9%-68.9pp |
| Annual return | 20.35% | 20.18%+0.2pp | 19.96%+0.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $1,048 | $2,904-63.9% | $4,577-77.1% | $2,596-59.6% |
| Participant deferral / active EE | $1,992 | $4,642-57.1% | $6,326-68.5% | $4,274-53.4% |
| Admin fee / account holder | $184 | $10,210-98.2% | $17,523-99.0% | $7,775-97.6% |