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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 | $18,199 | $62,589-70.9% | $76,768-76.3% | $64,173-71.6% |
| Participation rate | 20.3% | 72.8%-52.5pp | 77.0%-56.7pp | 69.6%-49.3pp |
| Annual return | -7.23% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $508 | $1,832-72.3% | $2,485-79.6% | $2,381-78.7% |
| Participant deferral / active EE | $986 | $3,145-68.7% | $3,852-74.4% | $3,470-71.6% |
| Admin fee / account holder | $56 | $4,667-98.8% | $6,675-99.2% | $4,887-98.8% |