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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 | $11,688 | $70,002-83.3% | $115,037-89.8% | $52,331-77.7% |
| Participation rate | 56.3% | 72.1%-15.9pp | 81.4%-25.1pp | 68.1%-11.9pp |
| Annual return | 0.35% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,039 | $2,715-61.7% | $4,608-77.5% | $1,882-44.8% |
| Participant deferral / active EE | $1,623 | $4,920-67.0% | $6,026-73.1% | $3,022-46.3% |
| Admin fee / account holder | $74 | $566-87.0% | $8,175-99.1% | $592-87.6% |