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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 | $8,446 | $69,977-87.9% | $108,582-92.2% | $62,881-86.6% |
| Participation rate | 49.0% | 72.9%-23.9pp | 79.6%-30.6pp | 69.3%-20.3pp |
| Annual return | 11.95% | 10.73%+1.2pp | -51.70%+63.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $770 | $2,135-63.9% | $3,758-79.5% | $2,281-66.2% |
| Participant deferral / active EE | $1,407 | $3,165-55.5% | $4,311-67.4% | $3,203-56.1% |
| Admin fee / account holder | $5 | $5,076-99.9% | $7,645-99.9% | $4,296-99.9% |