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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 | $17,109 | $91,559-81.3% | $133,978-87.2% | $79,856-78.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 18.92% | 61.85%-42.9pp | 45.10%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $816 | $2,384-65.8% | $3,919-79.2% | $2,471-67.0% |
| Participant deferral / active EE | $1,544 | $3,734-58.6% | $5,047-69.4% | $3,741-58.7% |
| Admin fee / account holder | $267 | $6,321-95.8% | $8,930-97.0% | $5,306-95.0% |