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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 | $12,556 | $81,208-84.5% | $98,920-87.3% | $79,856-84.3% |
| Participation rate | 25.0% | 72.5%-47.5pp | 76.0%-51.0pp | 69.6%-44.6pp |
| Annual return | 26.55% | 60.99%-34.4pp | 196.47%-169.9pp | 31.71%-5.2pp |
| Employer contribution / active EE | $484 | $1,960-75.3% | $2,689-82.0% | $2,471-80.4% |
| Participant deferral / active EE | $1,080 | $3,265-66.9% | $4,245-74.6% | $3,741-71.1% |
| Admin fee / account holder | $289 | $6,013-95.2% | $6,643-95.6% | $5,306-94.6% |