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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 | $9,292 | $78,520-88.2% | $96,576-90.4% | $82,448-88.7% |
| Participation rate | 67.9% | 77.7%-9.8pp | 81.4%-13.5pp | 68.1%-0.1pp |
| Annual return | 21.12% | 41.30%-20.2pp | 38.47%-17.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,341 | $6,754-80.2% | $7,956-83.2% | $4,139-67.6% |
| Admin fee / account holder | $170 | $13,455-98.7% | $11,381-98.5% | $7,234-97.7% |