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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 | $10,789 | $107,666-90.0% | $102,184-89.4% | $154,746-93.0% |
| Participation rate | 35.3% | 83.7%-48.4pp | 82.6%-47.3pp | 80.7%-45.4pp |
| Annual return | 19.08% | 29.33%-10.3pp | 31.58%-12.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $249 | $3,846-93.5% | $3,594-93.1% | $4,379-94.3% |
| Participant deferral / active EE | $468 | $8,719-94.6% | $8,309-94.4% | $6,730-93.0% |
| Admin fee / account holder | $40 | $12,943-99.7% | $11,609-99.7% | $14,365-99.7% |