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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 | $10,182 | $51,244-80.1% | $80,977-87.4% | $55,167-81.5% |
| Participation rate | 39.3% | 71.7%-32.4pp | 75.8%-36.6pp | 69.0%-29.7pp |
| Annual return | 9.43% | 17.39%-8.0pp | 17.11%-7.7pp | 169.23%-159.8pp |
| Employer contribution / active EE | $527 | $1,770-70.2% | $3,715-85.8% | $1,963-73.2% |
| Participant deferral / active EE | $1,263 | $4,418-71.4% | $5,696-77.8% | $3,054-58.6% |
| Admin fee / account holder | $167 | $398-58.1% | $5,517-97.0% | $504-66.9% |