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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 | $15,309 | $65,395-76.6% | $182,540-91.6% | $72,975-79.0% |
| Participation rate | 26.3% | 65.4%-39.1pp | 78.0%-51.7pp | 69.5%-43.2pp |
| Annual return | 20.84% | 27.68%-6.8pp | 148.58%-127.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $460 | $1,911-75.9% | $4,076-88.7% | $2,440-81.1% |
| Participant deferral / active EE | $510 | $3,563-85.7% | $5,525-90.8% | $3,608-85.9% |
| Admin fee / account holder | $168 | $4,245-96.0% | $8,593-98.0% | $5,124-96.7% |