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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 | $16,569 | $61,605-73.1% | $112,273-85.2% | $75,181-78.0% |
| Participation rate | 25.0% | 61.7%-36.7pp | 72.4%-47.4pp | 67.2%-42.2pp |
| Annual return | 23.99% | 28.47%-4.5pp | 30.23%-6.2pp | 160.69%-136.7pp |
| Employer contribution / active EE | $714 | $2,015-64.6% | $3,431-79.2% | $2,671-73.3% |
| Participant deferral / active EE | $871 | $3,108-72.0% | $4,800-81.8% | $4,126-78.9% |
| Admin fee / account holder | $240 | $4,862-95.1% | $7,752-96.9% | $5,650-95.8% |