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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 | $5,482 | $56,287-90.3% | $80,977-93.2% | $62,881-91.3% |
| Participation rate | 48.1% | 68.9%-20.8pp | 75.8%-27.7pp | 69.3%-21.2pp |
| Annual return | 21.03% | 22.13%-1.1pp | 17.11%+3.9pp | 20.14%+0.9pp |
| Employer contribution / active EE | $1,027 | $1,943-47.1% | $3,715-72.4% | $2,281-55.0% |
| Participant deferral / active EE | $1,389 | $4,196-66.9% | $5,696-75.6% | $3,203-56.6% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |