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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 | $17,729 | $78,520-77.4% | $96,576-81.6% | $82,448-78.5% |
| Participation rate | 48.4% | 77.7%-29.3pp | 81.4%-33.1pp | 68.1%-19.7pp |
| Annual return | 18.09% | 41.30%-23.2pp | 38.47%-20.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $236 | $2,630-91.0% | $3,553-93.4% | $2,551-90.7% |
| Participant deferral / active EE | $1,215 | $6,754-82.0% | $7,956-84.7% | $4,139-70.6% |
| Admin fee / account holder | $72 | $13,455-99.5% | $11,381-99.4% | $7,234-99.0% |