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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 | $126,661-90.0% | $113,397-88.9% | $138,895-90.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 21.49% | 25.05%-3.6pp | 23.20%-1.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $946 | $3,456-72.6% | $2,977-68.2% | $4,194-77.4% |
| Participant deferral / active EE | $1,017 | $5,693-82.1% | $5,076-80.0% | $6,396-84.1% |
| Admin fee / account holder | $71 | $14,549-99.5% | $11,957-99.4% | $12,562-99.4% |