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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 | $23,165 | $95,453-75.7% | $112,040-79.3% | $82,448-71.9% |
| Participation rate | 29.4% | 72.8%-43.3pp | 76.5%-47.1pp | 68.1%-38.7pp |
| Annual return | 19.03% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $701 | $2,318-69.8% | $2,954-76.3% | $2,551-72.5% |
| Participant deferral / active EE | $1,571 | $4,224-62.8% | $5,098-69.2% | $4,139-62.0% |
| Admin fee / account holder | $15 | $9,013-99.8% | $12,098-99.9% | $7,234-99.8% |