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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 | $71,057-79.9% | $93,654-84.8% | $80,874-82.3% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.6%-29.7pp |
| Annual return | 14.37% | 11.26%+3.1pp | 133.34%-119.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $664 | $1,564-57.5% | $2,421-72.6% | $2,756-75.9% |
| Participant deferral / active EE | $829 | $4,034-79.5% | $4,413-81.2% | $4,297-80.7% |
| Admin fee / account holder | $20 | $6,944-99.7% | $8,282-99.8% | $6,935-99.7% |