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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 | $78,197-80.4% | $98,090-84.4% | $82,637-81.4% |
| Participation rate | 21.4% | 77.5%-56.0pp | 81.5%-60.1pp | 68.1%-46.6pp |
| Annual return | 18.93% | 40.25%-21.3pp | 37.05%-18.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $406 | $2,605-84.4% | $3,606-88.7% | $2,552-84.1% |
| Participant deferral / active EE | $575 | $6,636-91.3% | $7,845-92.7% | $4,126-86.1% |
| Admin fee / account holder | $25 | $14,832-99.8% | $11,815-99.8% | $7,339-99.7% |