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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 | $14,238 | $84,233-83.1% | $170,436-91.6% | $70,131-79.7% |
| Participation rate | 54.8% | 70.8%-16.1pp | 83.6%-28.8pp | 69.5%-14.8pp |
| Annual return | 16.53% | 23.06%-6.5pp | 205.94%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $436 | $3,387-87.1% | $5,433-92.0% | $2,342-81.4% |
| Participant deferral / active EE | $708 | $3,086-77.1% | $4,939-85.7% | $3,332-78.7% |
| Admin fee / account holder | $289 | $5,698-94.9% | $13,880-97.9% | $4,645-93.8% |