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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 | $10,877 | $56,110-80.6% | $94,993-88.5% | $70,126-84.5% |
| Participation rate | 26.8% | 65.0%-38.2pp | 73.9%-47.1pp | 69.5%-42.8pp |
| Annual return | 22.96% | 51.02%-28.1pp | 27.14%-4.2pp | 73.15%-50.2pp |
| Employer contribution / active EE | $263 | $1,442-81.8% | $2,603-89.9% | $2,343-88.8% |
| Participant deferral / active EE | $357 | $2,391-85.1% | $3,317-89.2% | $3,332-89.3% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |