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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 | $12,145 | $64,359-81.1% | $90,161-86.5% | $70,126-82.7% |
| Participation rate | 41.2% | 70.4%-29.3pp | 76.9%-35.7pp | 69.5%-28.4pp |
| Annual return | 15.82% | 28.13%-12.3pp | 34.89%-19.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $345 | $2,046-83.1% | $3,318-89.6% | $2,343-85.3% |
| Participant deferral / active EE | $692 | $4,389-84.2% | $5,287-86.9% | $3,332-79.2% |
| Admin fee / account holder | $85 | $3,945-97.9% | $5,943-98.6% | $4,645-98.2% |