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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 | $9,015 | $48,078-81.2% | $78,676-88.5% | $62,881-85.7% |
| Participation rate | 41.5% | 65.2%-23.7pp | 73.6%-32.1pp | 69.3%-27.8pp |
| Annual return | 8.92% | 31.36%-22.4pp | 62.19%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $553 | $2,015-72.6% | $2,850-80.6% | $2,281-75.8% |
| Participant deferral / active EE | $361 | $2,587-86.0% | $3,517-89.7% | $3,203-88.7% |
| Admin fee / account holder | $70 | $3,206-97.8% | $4,510-98.5% | $4,296-98.4% |