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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 | $9,575 | $57,108-83.2% | $94,229-89.8% | $52,331-81.7% |
| Participation rate | 68.1% | 72.9%-4.9pp | 78.8%-10.7pp | 68.1%0pp |
| Annual return | -0.16% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,629 | $1,735-6.1% | $3,587-54.6% | $1,882-13.4% |
| Participant deferral / active EE | $250 | $3,040-91.8% | $4,320-94.2% | $3,022-91.7% |
| Admin fee / account holder | $52 | $546-90.4% | $6,269-99.2% | $592-91.1% |