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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 | $78,197-77.3% | $98,090-81.9% | $82,637-78.5% |
| Participation rate | 48.4% | 77.5%-29.1pp | 81.5%-33.2pp | 68.1%-19.7pp |
| Annual return | 18.09% | 40.25%-22.2pp | 37.05%-19.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $236 | $2,605-90.9% | $3,606-93.4% | $2,552-90.7% |
| Participant deferral / active EE | $1,215 | $6,636-81.7% | $7,845-84.5% | $4,126-70.6% |
| Admin fee / account holder | $72 | $14,832-99.5% | $11,815-99.4% | $7,339-99.0% |