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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 | $13,052 | $101,795-87.2% | $165,100-92.1% | $80,959-83.9% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.7%-14.7pp |
| Annual return | 14.44% | 16.73%-2.3pp | 70.21%-55.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $820 | $2,954-72.2% | $4,348-81.1% | $2,757-70.3% |
| Participant deferral / active EE | $1,655 | $4,476-63.0% | $6,035-72.6% | $4,300-61.5% |
| Admin fee / account holder | $68 | $8,221-99.2% | $12,696-99.5% | $6,925-99.0% |