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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 | $28,018 | $86,940-67.8% | $102,434-72.6% | $80,935-65.4% |
| Participation rate | 27.1% | 72.4%-45.3pp | 76.5%-49.4pp | 67.7%-40.5pp |
| Annual return | 42.20% | 18.89%+23.3pp | 29.46%+12.7pp | 35.66%+6.5pp |
| Employer contribution / active EE | $1,053 | $2,370-55.5% | $3,023-65.2% | $2,757-61.8% |
| Participant deferral / active EE | $1,744 | $4,121-57.7% | $5,055-65.5% | $4,299-59.4% |
| Admin fee / account holder | $155 | $8,047-98.1% | $9,462-98.4% | $6,924-97.8% |