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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 | $11,073 | $60,349-81.7% | $74,184-85.1% | $62,881-82.4% |
| Participation rate | 48.1% | 72.7%-24.6pp | 76.6%-28.5pp | 69.3%-21.2pp |
| Annual return | 8.32% | 21.38%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $625 | $1,680-62.8% | $2,370-73.6% | $2,281-72.6% |
| Participant deferral / active EE | $910 | $2,856-68.2% | $3,550-74.4% | $3,203-71.6% |
| Admin fee / account holder | $101 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |