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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 | $17,092 | $117,846-85.5% | $102,434-83.3% | $145,884-88.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 13.56% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,808 | $3,615-50.0% | $3,023-40.2% | $4,662-61.2% |
| Participant deferral / active EE | $1,146 | $5,733-80.0% | $5,055-77.3% | $6,690-82.9% |
| Admin fee / account holder | $47 | $13,356-99.6% | $9,462-99.5% | $13,392-99.7% |