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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 | $8,791 | $84,953-89.7% | $163,379-94.6% | $82,637-89.4% |
| Participation rate | 51.8% | 65.9%-14.2pp | 76.8%-25.0pp | 68.1%-16.3pp |
| Annual return | 24.03% | 23.07%+1.0pp | 63.41%-39.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $544 | $2,183-75.1% | $3,752-85.5% | $2,552-78.7% |
| Participant deferral / active EE | $1,356 | $4,326-68.7% | $6,282-78.4% | $4,126-67.1% |
| Admin fee / account holder | $155 | $7,921-98.0% | $9,818-98.4% | $7,339-97.9% |