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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 | $18,518 | $106,749-82.7% | $145,433-87.3% | $82,448-77.5% |
| Participation rate | 32.1% | 75.6%-43.5pp | 82.1%-50.0pp | 68.1%-35.9pp |
| Annual return | 21.22% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $773 | $3,444-77.5% | $4,554-83.0% | $2,551-69.7% |
| Participant deferral / active EE | $1,872 | $6,519-71.3% | $7,897-76.3% | $4,139-54.8% |
| Admin fee / account holder | $88 | $8,390-99.0% | $13,129-99.3% | $7,234-98.8% |