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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 | $15,853 | $78,423-79.8% | $95,964-83.5% | $79,856-80.1% |
| Participation rate | 45.7% | 73.5%-27.8pp | 77.1%-31.4pp | 69.6%-23.9pp |
| Annual return | 17.09% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $635 | $1,945-67.4% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $1,406 | $3,440-59.1% | $4,167-66.2% | $3,741-62.4% |
| Admin fee / account holder | $255 | $5,622-95.5% | $6,797-96.2% | $5,306-95.2% |