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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 | $17,347 | $95,453-81.8% | $112,040-84.5% | $82,448-79.0% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 20.38% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,078 | $2,318-53.5% | $2,954-63.5% | $2,551-57.7% |
| Participant deferral / active EE | $1,703 | $4,224-59.7% | $5,098-66.6% | $4,139-58.9% |
| Admin fee / account holder | $77 | $9,013-99.1% | $12,098-99.4% | $7,234-98.9% |