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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 | $14,276 | $71,230-80.0% | $93,727-84.8% | $80,959-82.4% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.7%-29.7pp |
| Annual return | 14.37% | 11.26%+3.1pp | 133.83%-119.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $664 | $1,565-57.6% | $2,421-72.6% | $2,757-75.9% |
| Participant deferral / active EE | $829 | $4,037-79.5% | $4,417-81.2% | $4,300-80.7% |
| Admin fee / account holder | $20 | $6,961-99.7% | $8,292-99.8% | $6,925-99.7% |