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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 | $84,458-79.8% | $102,184-83.3% | $64,340-73.5% |
| Participation rate | 39.7% | 74.2%-34.5pp | 82.6%-42.9pp | 55.2%-15.6pp |
| Annual return | 20.55% | 45.73%-25.2pp | 31.58%-11.0pp | 24.14%-3.6pp |
| Employer contribution / active EE | $660 | $2,412-72.6% | $3,594-81.6% | $1,862-64.5% |
| Participant deferral / active EE | $1,985 | $6,208-68.0% | $8,309-76.1% | $2,980-33.4% |
| Admin fee / account holder | $225 | $2,926-92.3% | $11,609-98.1% | $3,703-93.9% |