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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 | $10,696 | $65,364-83.6% | $92,909-88.5% | $72,975-85.3% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.9pp |
| Annual return | 23.94% | 42.11%-18.2pp | 109.44%-85.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $640 | $2,594-75.3% | $3,653-82.5% | $2,440-73.8% |
| Participant deferral / active EE | $1,057 | $3,128-66.2% | $4,238-75.1% | $3,608-70.7% |
| Admin fee / account holder | $39 | $4,251-99.1% | $5,795-99.3% | $5,124-99.2% |