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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 | $12,976 | $65,361-80.1% | $92,903-86.0% | $72,983-82.2% |
| Participation rate | 61.3% | 68.3%-7.0pp | 76.0%-14.7pp | 69.5%-8.2pp |
| Annual return | 17.67% | 42.11%-24.4pp | 109.43%-91.8pp | 81.01%-63.3pp |
| Employer contribution / active EE | $980 | $2,594-62.2% | $3,653-73.2% | $2,440-59.8% |
| Participant deferral / active EE | $1,028 | $3,128-67.1% | $4,238-75.7% | $3,608-71.5% |
| Admin fee / account holder | $240 | $4,251-94.4% | $5,795-95.9% | $5,124-95.3% |