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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 | $17,076 | $82,879-79.4% | $96,576-82.3% | $67,986-74.9% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.4%-41.8pp | 57.2%-17.5pp |
| Annual return | 20.55% | 36.90%-16.4pp | 38.47%-17.9pp | 31.67%-11.1pp |
| Employer contribution / active EE | $660 | $2,727-75.8% | $3,553-81.4% | $2,019-67.3% |
| Participant deferral / active EE | $1,985 | $6,976-71.5% | $7,956-75.0% | $3,358-40.9% |
| Admin fee / account holder | $225 | $2,783-91.9% | $11,381-98.0% | $3,203-93.0% |