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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 | $17,271 | $78,425-78.0% | $95,956-82.0% | $79,858-78.4% |
| Participation rate | 52.0% | 73.5%-21.5pp | 77.1%-25.1pp | 69.6%-17.6pp |
| Annual return | 16.94% | 19.37%-2.4pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $603 | $1,945-69.0% | $2,541-76.3% | $2,471-75.6% |
| Participant deferral / active EE | $849 | $3,440-75.3% | $4,167-79.6% | $3,740-77.3% |
| Admin fee / account holder | $24 | $5,622-99.6% | $6,797-99.6% | $5,306-99.5% |