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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 | $13,167 | $77,472-83.0% | $100,415-86.9% | $80,959-83.7% |
| Participation rate | 51.2% | 76.9%-25.7pp | 81.5%-30.3pp | 67.7%-16.4pp |
| Annual return | 20.70% | 37.26%-16.6pp | 49.47%-28.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $1,094 | $2,800-60.9% | $3,943-72.2% | $2,757-60.3% |
| Participant deferral / active EE | $1,702 | $6,818-75.0% | $8,091-79.0% | $4,300-60.4% |
| Admin fee / account holder | $25 | $5,885-99.6% | $7,906-99.7% | $6,925-99.6% |