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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 | $10,738 | $71,197-84.9% | $93,669-88.5% | $80,925-86.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 15.55% | 11.27%+4.3pp | 133.59%-118.0pp | 35.65%-20.1pp |
| Employer contribution / active EE | $659 | $1,565-57.9% | $2,424-72.8% | $2,756-76.1% |
| Participant deferral / active EE | $1,034 | $4,036-74.4% | $4,416-76.6% | $4,299-76.0% |
| Admin fee / account holder | $183 | $6,959-97.4% | $8,291-97.8% | $6,940-97.4% |