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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 | $26,536 | $86,949-69.5% | $102,460-74.1% | $80,959-67.2% |
| Participation rate | 12.5% | 72.4%-59.9pp | 76.5%-64.0pp | 67.7%-55.2pp |
| Annual return | 27.33% | 18.89%+8.4pp | 29.47%-2.1pp | 35.67%-8.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,272 | $4,121-69.1% | $5,056-74.8% | $4,300-70.4% |
| Admin fee / account holder | $90 | $8,048-98.9% | $9,460-99.0% | $6,925-98.7% |