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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 | $5,638 | $110,379-94.9% | $102,412-94.5% | $145,884-96.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 26.09% | 24.84%+1.3pp | 24.94%+1.2pp | 551.85%-525.8pp |
| Employer contribution / active EE | $1,144 | $4,216-72.9% | $3,870-70.4% | $4,662-75.5% |
| Participant deferral / active EE | $1,260 | $5,622-77.6% | $5,060-75.1% | $6,690-81.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |