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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 | $8,914 | $78,707-88.7% | $117,861-92.4% | $70,126-87.3% |
| Participation rate | 62.9% | 73.2%-10.3pp | 79.7%-16.8pp | 69.5%-6.7pp |
| Annual return | 15.13% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $646 | $2,223-70.9% | $3,786-82.9% | $2,343-72.4% |
| Participant deferral / active EE | $1,227 | $3,297-62.8% | $4,482-72.6% | $3,332-63.2% |
| Admin fee / account holder | $146 | $5,066-97.1% | $8,021-98.2% | $4,645-96.8% |