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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 | $13,893 | $118,496-88.3% | $98,461-85.9% | $139,466-90.0% |
| Participation rate | 31.8% | 77.5%-45.6pp | 75.2%-43.4pp | 80.3%-48.5pp |
| Annual return | 19.20% | 18.96%+0.2pp | 21.17%-2.0pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,247 | $3,611-65.5% | $3,049-59.1% | $4,754-73.8% |
| Participant deferral / active EE | $1,307 | $5,393-75.8% | $4,738-72.4% | $6,712-80.5% |
| Admin fee / account holder | $177 | $14,056-98.7% | $8,961-98.0% | $11,409-98.5% |