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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 | $17,505 | $77,472-77.4% | $100,415-82.6% | $80,959-78.4% |
| Participation rate | 26.6% | 76.9%-50.4pp | 81.5%-55.0pp | 67.7%-41.1pp |
| Annual return | 24.49% | 37.26%-12.8pp | 49.47%-25.0pp | 35.67%-11.2pp |
| Employer contribution / active EE | $564 | $2,800-79.9% | $3,943-85.7% | $2,757-79.6% |
| Participant deferral / active EE | $1,317 | $6,818-80.7% | $8,091-83.7% | $4,300-69.4% |
| Admin fee / account holder | $155 | $5,885-97.4% | $7,906-98.0% | $6,925-97.8% |