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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 | $18,303 | $64,359-71.6% | $90,161-79.7% | $70,126-73.9% |
| Participation rate | 40.6% | 70.4%-29.8pp | 76.9%-36.2pp | 69.5%-28.9pp |
| Annual return | 19.22% | 28.13%-8.9pp | 34.89%-15.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $759 | $2,046-62.9% | $3,318-77.1% | $2,343-67.6% |
| Participant deferral / active EE | $1,399 | $4,389-68.1% | $5,287-73.5% | $3,332-58.0% |
| Admin fee / account holder | $112 | $3,945-97.2% | $5,943-98.1% | $4,645-97.6% |