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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 | $13,286 | $56,110-76.3% | $94,993-86.0% | $70,126-81.1% |
| Participation rate | 13.3% | 65.0%-51.7pp | 73.9%-60.6pp | 69.5%-56.3pp |
| Annual return | 19.14% | 51.02%-31.9pp | 27.14%-8.0pp | 73.15%-54.0pp |
| Employer contribution / active EE | $294 | $1,442-79.6% | $2,603-88.7% | $2,343-87.4% |
| Participant deferral / active EE | $470 | $2,391-80.4% | $3,317-85.8% | $3,332-85.9% |
| Admin fee / account holder | $177 | $3,456-94.9% | $4,960-96.4% | $4,645-96.2% |