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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 | $12,292 | $135,956-91.0% | $123,894-90.1% | $273,972-95.5% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 19.97% | 56.63%-36.7pp | 47.52%-27.5pp | 41.46%-21.5pp |
| Employer contribution / active EE | $1,331 | $5,170-74.3% | $4,617-71.2% | $4,869-72.7% |
| Participant deferral / active EE | $1,463 | $6,343-76.9% | $5,984-75.6% | $5,287-72.3% |
| Admin fee / account holder | $115 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |