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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 | $12,847 | $90,400-85.8% | $186,193-93.1% | $87,485-85.3% |
| Participation rate | 48.9% | 66.2%-17.3pp | 77.1%-28.2pp | 68.9%-20.0pp |
| Annual return | 18.57% | 22.15%-3.6pp | 78.03%-59.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $586 | $2,170-73.0% | $3,918-85.1% | $2,596-77.4% |
| Participant deferral / active EE | $652 | $4,330-85.0% | $6,513-90.0% | $4,274-84.8% |
| Admin fee / account holder | $162 | $8,673-98.1% | $11,058-98.5% | $7,775-97.9% |