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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 | $18,780 | $91,559-79.5% | $133,978-86.0% | $79,856-76.5% |
| Participation rate | 19.5% | 73.3%-53.8pp | 79.8%-60.3pp | 69.6%-50.1pp |
| Annual return | 17.89% | 61.85%-44.0pp | 45.10%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $619 | $2,384-74.0% | $3,919-84.2% | $2,471-74.9% |
| Participant deferral / active EE | $772 | $3,734-79.3% | $5,047-84.7% | $3,741-79.4% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,930-99.8% | $5,306-99.7% |