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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 | $15,347 | $67,602-77.3% | $82,312-81.4% | $70,126-78.1% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.9%-45.9pp | 69.5%-38.6pp |
| Annual return | 26.64% | 21.57%+5.1pp | 25.88%+0.8pp | 73.15%-46.5pp |
| Employer contribution / active EE | $544 | $1,755-69.0% | $2,428-77.6% | $2,343-76.8% |
| Participant deferral / active EE | $1,054 | $2,987-64.7% | $3,706-71.6% | $3,332-68.4% |
| Admin fee / account holder | $189 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |