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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 | $15,248 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 9.12% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,151 | $5,170-58.4% | $4,617-53.4% | $4,869-55.8% |
| Participant deferral / active EE | $1,770 | $6,343-72.1% | $5,984-70.4% | $5,287-66.5% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,133-99.8% |