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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 | $13,758 | $184,014-92.5% | $161,149-91.5% | $138,895-90.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 18.77% | 21.52%-2.7pp | 21.16%-2.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,148 | $5,055-77.3% | $4,360-73.7% | $4,194-72.6% |
| Participant deferral / active EE | $1,392 | $6,909-79.8% | $6,153-77.4% | $6,396-78.2% |
| Admin fee / account holder | $44 | $18,027-99.8% | $15,194-99.7% | $12,562-99.7% |