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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 | $15,350 | $77,358-80.2% | $102,184-85.0% | $87,485-82.5% |
| Participation rate | 21.4% | 78.7%-57.3pp | 82.6%-61.2pp | 68.9%-47.5pp |
| Annual return | 18.93% | 41.11%-22.2pp | 31.58%-12.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $406 | $2,562-84.2% | $3,594-88.7% | $2,596-84.4% |
| Participant deferral / active EE | $575 | $6,753-91.5% | $8,309-93.1% | $4,274-86.5% |
| Admin fee / account holder | $25 | $6,809-99.6% | $11,609-99.8% | $7,775-99.7% |