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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 | $13,265 | $81,208-83.7% | $98,920-86.6% | $79,856-83.4% |
| Participation rate | 45.2% | 72.5%-27.3pp | 76.0%-30.9pp | 69.6%-24.5pp |
| Annual return | 23.22% | 60.99%-37.8pp | 196.47%-173.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $661 | $1,960-66.3% | $2,689-75.4% | $2,471-73.2% |
| Participant deferral / active EE | $1,268 | $3,265-61.2% | $4,245-70.1% | $3,741-66.1% |
| Admin fee / account holder | $76 | $6,013-98.7% | $6,643-98.9% | $5,306-98.6% |