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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 | $22,826 | $67,602-66.2% | $82,312-72.3% | $70,126-67.5% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.2pp |
| Annual return | 18.59% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $505 | $1,755-71.2% | $2,428-79.2% | $2,343-78.4% |
| Participant deferral / active EE | $1,069 | $2,987-64.2% | $3,706-71.2% | $3,332-67.9% |
| Admin fee / account holder | $15 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |