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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 | $16,501 | $73,787-77.6% | $98,716-83.3% | $82,448-80.0% |
| Participation rate | 36.4% | 61.4%-25.0pp | 69.3%-32.9pp | 68.1%-31.7pp |
| Annual return | 14.45% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $362 | $1,511-76.0% | $2,279-84.1% | $2,551-85.8% |
| Participant deferral / active EE | $1,023 | $3,081-66.8% | $4,048-74.7% | $4,139-75.3% |
| Admin fee / account holder | $13 | $6,500-99.8% | $8,703-99.9% | $7,234-99.8% |