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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 | $13,361 | $65,034-79.5% | $90,970-85.3% | $79,856-83.3% |
| Participation rate | 17.0% | 61.6%-44.6pp | 69.0%-52.0pp | 69.6%-52.6pp |
| Annual return | 21.59% | 30.45%-8.9pp | 134.60%-113.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $313 | $1,247-74.9% | $2,122-85.3% | $2,471-87.3% |
| Participant deferral / active EE | $794 | $2,512-68.4% | $3,373-76.5% | $3,741-78.8% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,961-99.8% | $5,306-99.8% |