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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 | $102,609-91.3% | $98,090-90.8% | $138,895-93.5% |
| Participation rate | 61.5% | 82.8%-21.2pp | 81.5%-20.0pp | 79.9%-18.4pp |
| Annual return | 19.14% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $826 | $3,867-78.6% | $3,606-77.1% | $4,194-80.3% |
| Participant deferral / active EE | $1,128 | $8,167-86.2% | $7,845-85.6% | $6,396-82.4% |
| Admin fee / account holder | $214 | $11,434-98.1% | $11,815-98.2% | $12,562-98.3% |