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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 | $12,670 | $69,273-81.7% | $90,796-86.0% | $82,637-84.7% |
| Participation rate | 37.8% | 64.0%-26.2pp | 69.5%-31.6pp | 68.1%-30.2pp |
| Annual return | 22.71% | 18.37%+4.3pp | 19.29%+3.4pp | 53.51%-30.8pp |
| Employer contribution / active EE | $656 | $1,865-64.8% | $2,294-71.4% | $2,552-74.3% |
| Participant deferral / active EE | $1,038 | $3,047-65.9% | $3,822-72.8% | $4,126-74.8% |
| Admin fee / account holder | $42 | $5,511-99.2% | $7,024-99.4% | $7,339-99.4% |