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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 | $14,457 | $106,749-86.5% | $145,433-90.1% | $82,448-82.5% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 22.67% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $696 | $3,444-79.8% | $4,554-84.7% | $2,551-72.7% |
| Participant deferral / active EE | $1,936 | $6,519-70.3% | $7,897-75.5% | $4,139-53.2% |
| Admin fee / account holder | $230 | $8,390-97.3% | $13,129-98.2% | $7,234-96.8% |