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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 | $14,745 | $106,749-86.2% | $145,433-89.9% | $82,448-82.1% |
| Participation rate | 33.3% | 75.6%-42.3pp | 82.1%-48.8pp | 68.1%-34.7pp |
| Annual return | 21.84% | 27.59%-5.8pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $844 | $3,444-75.5% | $4,554-81.5% | $2,551-66.9% |
| Participant deferral / active EE | $1,259 | $6,519-80.7% | $7,897-84.1% | $4,139-69.6% |
| Admin fee / account holder | $297 | $8,390-96.5% | $13,129-97.7% | $7,234-95.9% |