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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 | $12,484 | $78,428-84.1% | $95,960-87.0% | $79,852-84.4% |
| Participation rate | 32.1% | 73.5%-41.3pp | 77.1%-44.9pp | 69.6%-37.5pp |
| Annual return | 18.07% | 19.37%-1.3pp | 91.63%-73.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $504 | $1,945-74.1% | $2,541-80.2% | $2,471-79.6% |
| Participant deferral / active EE | $1,261 | $3,440-63.3% | $4,167-69.7% | $3,740-66.3% |
| Admin fee / account holder | $200 | $5,622-96.4% | $6,797-97.1% | $5,306-96.2% |