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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 | $10,049 | $56,054-82.1% | $171,082-94.1% | $62,881-84.0% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 9.43% | 22.52%-13.1pp | 32.56%-23.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $727 | $1,731-58.0% | $4,002-81.8% | $2,281-68.1% |
| Participant deferral / active EE | $1,007 | $3,158-68.1% | $4,797-79.0% | $3,203-68.6% |
| Admin fee / account holder | $88 | $3,647-97.6% | $8,520-99.0% | $4,296-98.0% |