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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 | $8,087 | $72,492-88.8% | $87,104-90.7% | $72,975-88.9% |
| Participation rate | 38.0% | 72.8%-34.8pp | 76.9%-38.8pp | 69.5%-31.5pp |
| Annual return | 24.43% | 24.46%0pp | 28.19%-3.8pp | 81.01%-56.6pp |
| Employer contribution / active EE | $544 | $1,894-71.3% | $2,521-78.4% | $2,440-77.7% |
| Participant deferral / active EE | $768 | $3,270-76.5% | $4,048-81.0% | $3,608-78.7% |
| Admin fee / account holder | $136 | $5,055-97.3% | $7,491-98.2% | $5,124-97.3% |