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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 | $8,407 | $59,839-86.0% | $81,991-89.7% | $79,852-89.5% |
| Participation rate | 22.6% | 61.6%-39.0pp | 69.3%-46.7pp | 69.6%-47.1pp |
| Annual return | 28.53% | 17.56%+11.0pp | 41.31%-12.8pp | 31.72%-3.2pp |
| Employer contribution / active EE | $457 | $1,713-73.3% | $2,498-81.7% | $2,471-81.5% |
| Participant deferral / active EE | $752 | $2,695-72.1% | $3,722-79.8% | $3,740-79.9% |
| Admin fee / account holder | $202 | $4,287-95.3% | $5,665-96.4% | $5,306-96.2% |