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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 | $19,808 | $93,598-78.8% | $135,974-85.4% | $75,173-73.7% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 17.90% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,242 | $3,538-64.9% | $4,859-74.4% | $2,671-53.5% |
| Participant deferral / active EE | $2,375 | $6,405-62.9% | $7,760-69.4% | $4,126-42.4% |
| Admin fee / account holder | $119 | $6,978-98.3% | $10,767-98.9% | $5,651-97.9% |