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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 | $12,644 | $65,361-80.7% | $92,903-86.4% | $72,983-82.7% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 23.37% | 42.11%-18.7pp | 109.43%-86.1pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,823 | $2,594-29.7% | $3,653-50.1% | $2,440-25.3% |
| Participant deferral / active EE | $588 | $3,128-81.2% | $4,238-86.1% | $3,608-83.7% |
| Admin fee / account holder | $67 | $4,251-98.4% | $5,795-98.8% | $5,124-98.7% |