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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 | $10,254 | $77,896-86.8% | $134,172-92.4% | $82,448-87.6% |
| Participation rate | 46.3% | 62.8%-16.5pp | 72.5%-26.2pp | 68.1%-21.8pp |
| Annual return | 19.79% | 18.21%+1.6pp | 25.30%-5.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $629 | $2,159-70.9% | $3,420-81.6% | $2,551-75.4% |
| Participant deferral / active EE | $815 | $3,162-74.2% | $4,690-82.6% | $4,139-80.3% |
| Admin fee / account holder | $59 | $6,336-99.1% | $12,016-99.5% | $7,234-99.2% |