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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 | $11,560 | $101,795-88.6% | $165,100-93.0% | $80,959-85.7% |
| Participation rate | 25.9% | 71.8%-45.9pp | 78.6%-52.7pp | 67.7%-41.7pp |
| Annual return | 19.60% | 16.73%+2.9pp | 70.21%-50.6pp | 35.67%-16.1pp |
| Employer contribution / active EE | $929 | $2,954-68.5% | $4,348-78.6% | $2,757-66.3% |
| Participant deferral / active EE | $1,410 | $4,476-68.5% | $6,035-76.6% | $4,300-67.2% |
| Admin fee / account holder | $33 | $8,221-99.6% | $12,696-99.7% | $6,925-99.5% |