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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 | $12,751 | $81,476-84.4% | $102,383-87.5% | $80,925-84.2% |
| Participation rate | 47.1% | 66.8%-19.8pp | 74.5%-27.5pp | 67.7%-20.6pp |
| Annual return | 17.60% | 25.59%-8.0pp | 24.94%-7.3pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,383 | $3,105-55.5% | $3,870-64.3% | $2,756-49.8% |
| Participant deferral / active EE | $1,517 | $3,871-60.8% | $5,060-70.0% | $4,299-64.7% |
| Admin fee / account holder | $15 | $6,717-99.8% | $8,391-99.8% | $6,940-99.8% |