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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 | $12,629 | $124,425-89.9% | $112,040-88.7% | $137,256-90.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 21.49% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $946 | $3,411-72.3% | $2,954-68.0% | $4,156-77.2% |
| Participant deferral / active EE | $1,017 | $5,718-82.2% | $5,098-80.1% | $6,407-84.1% |
| Admin fee / account holder | $71 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |