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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 | $22,959 | $69,977-67.2% | $108,582-78.9% | $62,881-63.5% |
| Participation rate | 46.2% | 72.9%-26.7pp | 79.6%-33.4pp | 69.3%-23.2pp |
| Annual return | 8.92% | 10.73%-1.8pp | -51.70%+60.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $823 | $2,135-61.5% | $3,758-78.1% | $2,281-63.9% |
| Participant deferral / active EE | $1,354 | $3,165-57.2% | $4,311-68.6% | $3,203-57.7% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |