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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 | $16,697 | $57,828-71.1% | $117,039-85.7% | $70,126-76.2% |
| Participation rate | 51.9% | 67.1%-15.3pp | 77.2%-25.3pp | 69.5%-17.7pp |
| Annual return | 15.26% | 17.55%-2.3pp | 18.95%-3.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $596 | $1,816-67.2% | $3,785-84.3% | $2,343-74.6% |
| Participant deferral / active EE | $665 | $2,438-72.7% | $3,929-83.1% | $3,332-80.0% |
| Admin fee / account holder | $29 | $3,548-99.2% | $5,974-99.5% | $4,645-99.4% |