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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 | $8,849 | $88,707-90.0% | $74,184-88.1% | $273,972-96.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 10.05% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $673 | $3,159-78.7% | $2,370-71.6% | $4,869-86.2% |
| Participant deferral / active EE | $1,122 | $4,212-73.4% | $3,550-68.4% | $5,287-78.8% |
| Admin fee / account holder | $258 | $8,717-97.0% | $5,586-95.4% | $10,133-97.5% |