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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 | $77,492-83.0% | $100,398-86.9% | $80,911-83.7% |
| Participation rate | 51.2% | 76.9%-25.7pp | 81.5%-30.3pp | 67.6%-16.4pp |
| Annual return | 20.70% | 37.23%-16.5pp | 49.32%-28.6pp | 35.63%-14.9pp |
| Employer contribution / active EE | $1,094 | $2,800-60.9% | $3,946-72.3% | $2,756-60.3% |
| Participant deferral / active EE | $1,702 | $6,817-75.0% | $8,084-78.9% | $4,297-60.4% |
| Admin fee / account holder | $25 | $5,892-99.6% | $7,893-99.7% | $6,935-99.6% |