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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 | $14,113 | $76,551-81.6% | $123,894-88.6% | $62,881-77.6% |
| Participation rate | 44.1% | 73.0%-28.9pp | 81.4%-37.3pp | 69.3%-25.2pp |
| Annual return | 8.21% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $849 | $2,882-70.5% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $1,552 | $4,840-67.9% | $5,984-74.1% | $3,203-51.5% |
| Admin fee / account holder | $100 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |