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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 | $9,037 | $77,962-88.4% | $178,540-94.9% | $80,935-88.8% |
| Participation rate | 41.7% | 65.7%-24.0pp | 77.1%-35.4pp | 67.7%-26.0pp |
| Annual return | 13.34% | 18.10%-4.8pp | 27.15%-13.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $559 | $2,280-75.5% | $3,953-85.9% | $2,757-79.7% |
| Participant deferral / active EE | $1,345 | $4,404-69.5% | $6,281-78.6% | $4,299-68.7% |
| Admin fee / account holder | $282 | $7,156-96.1% | $10,424-97.3% | $6,924-95.9% |