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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 | $6,712 | $81,487-91.8% | $102,412-93.4% | $80,935-91.7% |
| Participation rate | 40.3% | 66.8%-26.6pp | 74.5%-34.2pp | 67.7%-27.4pp |
| Annual return | 19.99% | 25.60%-5.6pp | 24.94%-5.0pp | 35.66%-15.7pp |
| Employer contribution / active EE | $914 | $3,103-70.5% | $3,870-76.4% | $2,757-66.8% |
| Participant deferral / active EE | $1,308 | $3,871-66.2% | $5,060-74.2% | $4,299-69.6% |
| Admin fee / account holder | $208 | $6,717-96.9% | $8,388-97.5% | $6,924-97.0% |