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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 | $15,697 | $93,598-83.2% | $135,974-88.5% | $75,173-79.1% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 20.95% | 30.89%-9.9pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $1,674 | $3,538-52.7% | $4,859-65.5% | $2,671-37.3% |
| Participant deferral / active EE | $2,426 | $6,405-62.1% | $7,760-68.7% | $4,126-41.2% |
| Admin fee / account holder | $109 | $6,978-98.4% | $10,767-99.0% | $5,651-98.1% |