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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 | $19,620 | $135,956-85.6% | $123,894-84.2% | $273,970-92.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,464 | $5,170-71.7% | $4,617-68.3% | $4,869-69.9% |
| Participant deferral / active EE | $1,703 | $6,343-73.1% | $5,984-71.5% | $5,287-67.8% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,132-99.5% |