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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 | $13,962 | $52,580-73.4% | $71,671-80.5% | $70,126-80.1% |
| Participation rate | 26.8% | 60.9%-34.1pp | 68.7%-42.0pp | 69.5%-42.8pp |
| Annual return | 16.81% | 20.25%-3.4pp | 20.65%-3.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $468 | $1,616-71.0% | $2,460-81.0% | $2,343-80.0% |
| Participant deferral / active EE | $794 | $2,386-66.7% | $3,438-76.9% | $3,332-76.2% |
| Admin fee / account holder | $288 | $3,653-92.1% | $5,558-94.8% | $4,645-93.8% |