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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 | $22,401 | $58,828-61.9% | $78,002-71.3% | $62,881-64.4% |
| Participation rate | 38.9% | 71.1%-32.2pp | 75.5%-36.6pp | 69.3%-30.4pp |
| Annual return | 5.47% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $333 | $1,672-80.1% | $2,470-86.5% | $2,281-85.4% |
| Participant deferral / active EE | $1,023 | $2,686-61.9% | $3,497-70.7% | $3,203-68.1% |
| Admin fee / account holder | $120 | $4,393-97.3% | $5,481-97.8% | $4,296-97.2% |