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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 | $10,555 | $110,307-90.4% | $96,576-89.1% | $139,456-92.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 27.46% | 26.40%+1.1pp | 25.87%+1.6pp | 373.45%-346.0pp |
| Employer contribution / active EE | $881 | $3,619-75.7% | $2,965-70.3% | $4,753-81.5% |
| Participant deferral / active EE | $1,558 | $5,547-71.9% | $4,851-67.9% | $6,711-76.8% |
| Admin fee / account holder | $31 | $11,597-99.7% | $8,253-99.6% | $11,407-99.7% |