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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 | $11,634 | $72,177-83.9% | $115,037-89.9% | $59,633-80.5% |
| Participation rate | 48.7% | 72.6%-23.8pp | 81.4%-32.6pp | 68.7%-20.0pp |
| Annual return | 11.76% | 12.02%-0.3pp | 26.14%-14.4pp | 2041.40%-2029.6pp |
| Employer contribution / active EE | $1,720 | $2,841-39.5% | $4,608-62.7% | $2,203-21.9% |
| Participant deferral / active EE | $1,846 | $4,783-61.4% | $6,026-69.4% | $3,192-42.1% |
| Admin fee / account holder | $106 | $4,927-97.8% | $8,175-98.7% | $4,297-97.5% |