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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 | $10,444 | $60,349-82.7% | $74,184-85.9% | $62,881-83.4% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 12.23% | 21.38%-9.1pp | 17.74%-5.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,080 | $1,680-35.7% | $2,370-54.4% | $2,281-52.6% |
| Participant deferral / active EE | $1,218 | $2,856-57.4% | $3,550-65.7% | $3,203-62.0% |
| Admin fee / account holder | $6 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |