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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 | $16,890 | $48,364-65.1% | $71,796-76.5% | $62,881-73.1% |
| Participation rate | 47.9% | 60.6%-12.7pp | 69.1%-21.2pp | 69.3%-21.4pp |
| Annual return | 13.41% | 13.16%+0.3pp | 78.04%-64.6pp | 20.14%-6.7pp |
| Employer contribution / active EE | $832 | $1,042-20.2% | $1,924-56.8% | $2,281-63.5% |
| Participant deferral / active EE | $474 | $2,091-77.3% | $2,794-83.0% | $3,203-85.2% |
| Admin fee / account holder | $145 | $3,771-96.2% | $4,815-97.0% | $4,296-96.6% |