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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 | $16,156 | $72,273-77.6% | $101,275-84.0% | $79,856-79.8% |
| Participation rate | 24.1% | 68.5%-44.3pp | 75.8%-51.7pp | 69.6%-45.5pp |
| Annual return | 28.43% | 22.30%+6.1pp | 46.48%-18.1pp | 31.71%-3.3pp |
| Employer contribution / active EE | $688 | $2,691-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $1,136 | $3,282-65.4% | $4,371-74.0% | $3,741-69.6% |
| Admin fee / account holder | $45 | $4,401-99.0% | $5,948-99.2% | $5,306-99.1% |