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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 | $23,092 | $199,109-88.4% | $173,730-86.7% | $154,746-85.1% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.6%-18.5pp | 80.7%-19.6pp |
| Annual return | 22.47% | 20.02%+2.5pp | 19.96%+2.5pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,583 | $5,311-70.2% | $4,577-65.4% | $4,379-63.8% |
| Participant deferral / active EE | $1,583 | $7,113-77.7% | $6,326-75.0% | $6,730-76.5% |
| Admin fee / account holder | $22 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |