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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 | $17,469 | $78,423-77.7% | $95,964-81.8% | $79,856-78.1% |
| Participation rate | 47.1% | 73.5%-26.4pp | 77.1%-30.0pp | 69.6%-22.6pp |
| Annual return | 16.87% | 19.37%-2.5pp | 91.64%-74.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $872 | $1,945-55.2% | $2,541-65.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,175 | $3,440-65.9% | $4,167-71.8% | $3,741-68.6% |
| Admin fee / account holder | $195 | $5,622-96.5% | $6,797-97.1% | $5,306-96.3% |