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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 | $16,710 | $81,457-79.5% | $103,378-83.8% | $80,911-79.3% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 18.53% | 25.58%-7.0pp | 24.91%-6.4pp | 35.63%-17.1pp |
| Employer contribution / active EE | $799 | $3,107-74.3% | $3,870-79.3% | $2,756-71.0% |
| Participant deferral / active EE | $1,433 | $3,871-63.0% | $5,058-71.7% | $4,297-66.6% |
| Admin fee / account holder | $16 | $6,717-99.8% | $8,401-99.8% | $6,935-99.8% |