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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 | $10,947 | $72,273-84.9% | $101,275-89.2% | $79,856-86.3% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 21.31% | 22.30%-1.0pp | 46.48%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,004 | $2,691-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $1,050 | $3,282-68.0% | $4,371-76.0% | $3,741-71.9% |
| Admin fee / account holder | $76 | $4,401-98.3% | $5,948-98.7% | $5,306-98.6% |