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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 | $11,023 | $54,541-79.8% | $78,778-86.0% | $70,126-84.3% |
| Participation rate | 37.2% | 60.8%-23.6pp | 69.2%-32.0pp | 69.5%-32.4pp |
| Annual return | 20.05% | 21.07%-1.0pp | 35.62%-15.6pp | 73.15%-53.1pp |
| Employer contribution / active EE | $342 | $1,089-68.6% | $1,986-82.8% | $2,343-85.4% |
| Participant deferral / active EE | $688 | $2,210-68.9% | $2,958-76.8% | $3,332-79.4% |
| Admin fee / account holder | $278 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |