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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 | $18,875 | $67,411-72.0% | $91,004-79.3% | $70,126-73.1% |
| Participation rate | 38.0% | 71.4%-33.4pp | 75.6%-37.6pp | 69.5%-31.6pp |
| Annual return | 14.41% | -40.16%+54.6pp | 4.60%+9.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $415 | $1,786-76.8% | $2,456-83.1% | $2,343-82.3% |
| Participant deferral / active EE | $745 | $2,823-73.6% | $3,548-79.0% | $3,332-77.6% |
| Admin fee / account holder | $229 | $4,236-94.6% | $5,417-95.8% | $4,645-95.1% |