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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 | $12,565 | $58,512-78.5% | $84,020-85.0% | $72,983-82.8% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 18.87% | 28.93%-10.1pp | 71.31%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $691 | $1,163-40.6% | $1,984-65.2% | $2,440-71.7% |
| Participant deferral / active EE | $968 | $2,394-59.6% | $3,239-70.1% | $3,608-73.2% |
| Admin fee / account holder | $185 | $4,569-96.0% | $6,101-97.0% | $5,124-96.4% |