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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 | $10,584 | $96,558-89.0% | $80,977-86.9% | $273,972-96.1% |
| Participation rate | 58.3% | 79.1%-20.7pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 11.09% | 15.14%-4.0pp | 17.11%-6.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $825 | $4,869-83.1% | $3,715-77.8% | $4,869-83.1% |
| Participant deferral / active EE | $1,496 | $6,598-77.3% | $5,696-73.7% | $5,287-71.7% |
| Admin fee / account holder | $228 | $7,493-97.0% | $5,517-95.9% | $10,133-97.7% |