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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 | $7,177 | $96,558-92.6% | $80,977-91.1% | $273,972-97.4% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 10.73% | 15.14%-4.4pp | 17.11%-6.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $577 | $4,869-88.2% | $3,715-84.5% | $4,869-88.2% |
| Participant deferral / active EE | $678 | $6,598-89.7% | $5,696-88.1% | $5,287-87.2% |
| Admin fee / account holder | $31 | $7,493-99.6% | $5,517-99.4% | $10,133-99.7% |