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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 | $19,962 | $95,453-79.1% | $112,040-82.2% | $82,448-75.8% |
| Participation rate | 32.4% | 72.8%-40.4pp | 76.5%-44.1pp | 68.1%-35.7pp |
| Annual return | 23.47% | 23.92%-0.5pp | 24.52%-1.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,093 | $2,318-52.8% | $2,954-63.0% | $2,551-57.1% |
| Participant deferral / active EE | $1,751 | $4,224-58.5% | $5,098-65.7% | $4,139-57.7% |
| Admin fee / account holder | $227 | $9,013-97.5% | $12,098-98.1% | $7,234-96.9% |