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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 | $13,019 | $71,230-81.7% | $93,727-86.1% | $80,959-83.9% |
| Participation rate | 26.2% | 60.4%-34.2pp | 68.7%-42.5pp | 67.7%-41.5pp |
| Annual return | 21.42% | 11.26%+10.2pp | 133.83%-112.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $420 | $1,565-73.2% | $2,421-82.6% | $2,757-84.8% |
| Participant deferral / active EE | $775 | $4,037-80.8% | $4,417-82.5% | $4,300-82.0% |
| Admin fee / account holder | $138 | $6,961-98.0% | $8,292-98.3% | $6,925-98.0% |