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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 | $15,315 | $77,574-80.3% | $108,753-85.9% | $86,983-82.4% |
| Participation rate | 31.4% | 62.3%-30.9pp | 71.1%-39.7pp | 69.5%-38.1pp |
| Annual return | 13.08% | 18.42%-5.3pp | 37.47%-24.4pp | 25.83%-12.8pp |
| Employer contribution / active EE | $292 | $1,611-81.9% | $2,427-88.0% | $2,584-88.7% |
| Participant deferral / active EE | $724 | $3,128-76.9% | $4,115-82.4% | $4,194-82.7% |
| Admin fee / account holder | $105 | $6,529-98.4% | $10,320-99.0% | $7,856-98.7% |