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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 | $10,407 | $53,774-80.6% | $134,162-92.2% | $79,852-87.0% |
| Participation rate | 45.9% | 58.8%-12.8pp | 72.2%-26.2pp | 69.6%-23.7pp |
| Annual return | 21.54% | 19.01%+2.5pp | 36.35%-14.8pp | 31.72%-10.2pp |
| Employer contribution / active EE | $419 | $1,322-68.3% | $3,705-88.7% | $2,471-83.0% |
| Participant deferral / active EE | $614 | $2,420-74.6% | $3,500-82.5% | $3,740-83.6% |
| Admin fee / account holder | $18 | $3,985-99.5% | $6,685-99.7% | $5,306-99.7% |