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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 | $17,087 | $67,602-74.7% | $82,312-79.2% | $70,126-75.6% |
| Participation rate | 49.2% | 72.8%-23.5pp | 76.9%-27.7pp | 69.5%-20.3pp |
| Annual return | 13.12% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $427 | $1,755-75.6% | $2,428-82.4% | $2,343-81.8% |
| Participant deferral / active EE | $1,295 | $2,987-56.7% | $3,706-65.1% | $3,332-61.1% |
| Admin fee / account holder | $50 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |