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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 | $18,359 | $147,556-87.6% | $129,031-85.8% | $198,609-90.8% |
| Participation rate | 38.5% | 77.2%-38.8pp | 73.4%-34.9pp | 82.4%-43.9pp |
| Annual return | 19.11% | 37.41%-18.3pp | 34.67%-15.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $783 | $3,645-78.5% | $3,226-75.7% | $5,055-84.5% |
| Participant deferral / active EE | $898 | $5,760-84.4% | $5,217-82.8% | $6,977-87.1% |
| Admin fee / account holder | $16 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |