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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 | $19,494 | $72,269-73.0% | $101,271-80.8% | $79,852-75.6% |
| Participation rate | 39.5% | 68.5%-28.9pp | 75.8%-36.3pp | 69.6%-30.1pp |
| Annual return | 14.81% | 22.29%-7.5pp | 46.48%-31.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $946 | $2,692-64.9% | $3,660-74.2% | $2,471-61.7% |
| Participant deferral / active EE | $1,360 | $3,282-58.5% | $4,371-68.9% | $3,740-63.6% |
| Admin fee / account holder | $209 | $4,401-95.3% | $5,948-96.5% | $5,306-96.1% |