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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 | $13,922 | $67,606-79.4% | $82,313-83.1% | $70,131-80.1% |
| Participation rate | 56.2% | 72.8%-16.6pp | 76.9%-20.7pp | 69.5%-13.4pp |
| Annual return | 20.04% | 21.57%-1.5pp | 25.88%-5.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $613 | $1,755-65.1% | $2,428-74.8% | $2,342-73.8% |
| Participant deferral / active EE | $698 | $2,987-76.6% | $3,706-81.2% | $3,332-79.1% |
| Admin fee / account holder | $190 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |