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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 | $16,513 | $76,367-78.4% | $93,614-82.4% | $72,983-77.4% |
| Participation rate | 46.3% | 71.7%-25.5pp | 75.8%-29.6pp | 69.5%-23.2pp |
| Annual return | 33.06% | 25.82%+7.2pp | 32.76%+0.3pp | 81.01%-47.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $819 | $3,538-76.8% | $4,069-79.9% | $3,608-77.3% |
| Admin fee / account holder | $243 | $6,838-96.4% | $7,889-96.9% | $5,124-95.3% |