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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 | $9,960 | $72,027-86.2% | $185,861-94.6% | $79,856-87.5% |
| Participation rate | 49.2% | 65.8%-16.6pp | 78.0%-28.9pp | 69.6%-20.5pp |
| Annual return | 22.32% | 23.13%-0.8pp | 35.96%-13.6pp | 31.71%-9.4pp |
| Employer contribution / active EE | $576 | $1,965-70.7% | $4,088-85.9% | $2,471-76.7% |
| Participant deferral / active EE | $659 | $3,780-82.6% | $5,634-88.3% | $3,741-82.4% |
| Admin fee / account holder | $262 | $4,513-94.2% | $9,503-97.2% | $5,306-95.1% |