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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 | $13,307 | $110,307-87.9% | $96,576-86.2% | $139,456-90.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 26.27% | 26.40%-0.1pp | 25.87%+0.4pp | 373.45%-347.2pp |
| Employer contribution / active EE | $1,343 | $3,619-62.9% | $2,965-54.7% | $4,753-71.7% |
| Participant deferral / active EE | $1,686 | $5,547-69.6% | $4,851-65.2% | $6,711-74.9% |
| Admin fee / account holder | $9 | $11,597-99.9% | $8,253-99.9% | $11,407-99.9% |