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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 | $10,941 | $74,535-85.3% | $100,712-89.1% | $82,637-86.8% |
| Participation rate | 34.9% | 61.2%-26.3pp | 69.3%-34.4pp | 68.1%-33.2pp |
| Annual return | 17.02% | 18.92%-1.9pp | 33.27%-16.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $687 | $1,503-54.3% | $2,313-70.3% | $2,552-73.1% |
| Participant deferral / active EE | $951 | $3,074-69.1% | $4,085-76.7% | $4,126-77.0% |
| Admin fee / account holder | $159 | $6,576-97.6% | $9,256-98.3% | $7,339-97.8% |