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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 | $74,535-77.9% | $100,712-83.6% | $82,637-80.0% |
| Participation rate | 36.4% | 61.2%-24.8pp | 69.3%-32.9pp | 68.1%-31.7pp |
| Annual return | 14.45% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $362 | $1,503-75.9% | $2,313-84.3% | $2,552-85.8% |
| Participant deferral / active EE | $1,023 | $3,074-66.7% | $4,085-75.0% | $4,126-75.2% |
| Admin fee / account holder | $13 | $6,576-99.8% | $9,256-99.9% | $7,339-99.8% |