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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 | $8,438 | $54,757-84.6% | $90,304-90.7% | $72,975-88.4% |
| Participation rate | 18.9% | 65.2%-46.2pp | 73.3%-54.4pp | 69.5%-50.6pp |
| Annual return | 29.78% | 30.63%-0.8pp | 78.13%-48.3pp | 81.01%-51.2pp |
| Employer contribution / active EE | $302 | $2,093-85.6% | $2,855-89.4% | $2,440-87.6% |
| Participant deferral / active EE | $424 | $2,887-85.3% | $3,885-89.1% | $3,608-88.2% |
| Admin fee / account holder | $27 | $3,973-99.3% | $5,354-99.5% | $5,124-99.5% |