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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 | $12,609 | $86,940-85.5% | $102,434-87.7% | $80,935-84.4% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 12.44% | 18.89%-6.5pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,206 | $2,370-49.1% | $3,023-60.1% | $2,757-56.3% |
| Participant deferral / active EE | $1,574 | $4,121-61.8% | $5,055-68.9% | $4,299-63.4% |
| Admin fee / account holder | $234 | $8,047-97.1% | $9,462-97.5% | $6,924-96.6% |