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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 | $10,301 | $110,379-90.7% | $102,412-89.9% | $145,884-92.9% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 11.20% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $951 | $4,216-77.4% | $3,870-75.4% | $4,662-79.6% |
| Participant deferral / active EE | $1,177 | $5,622-79.1% | $5,060-76.7% | $6,690-82.4% |
| Admin fee / account holder | $54 | $9,745-99.4% | $8,388-99.4% | $13,392-99.6% |