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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 | $16,402 | $60,349-72.8% | $74,184-77.9% | $62,881-73.9% |
| Participation rate | 53.3% | 72.7%-19.4pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 9.97% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $498 | $1,680-70.4% | $2,370-79.0% | $2,281-78.2% |
| Participant deferral / active EE | $629 | $2,856-78.0% | $3,550-82.3% | $3,203-80.4% |
| Admin fee / account holder | $95 | $4,261-97.8% | $5,586-98.3% | $4,296-97.8% |