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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 | $8,977 | $107,666-91.7% | $102,184-91.2% | $154,746-94.2% |
| Participation rate | 61.5% | 83.7%-22.2pp | 82.6%-21.1pp | 80.7%-19.2pp |
| Annual return | 19.14% | 29.33%-10.2pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $826 | $3,846-78.5% | $3,594-77.0% | $4,379-81.1% |
| Participant deferral / active EE | $1,128 | $8,719-87.1% | $8,309-86.4% | $6,730-83.2% |
| Admin fee / account holder | $214 | $12,943-98.3% | $11,609-98.2% | $14,365-98.5% |