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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 | $16,575 | $73,787-77.5% | $98,716-83.2% | $82,448-79.9% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 24.19% | 18.57%+5.6pp | 31.81%-7.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $566 | $1,511-62.5% | $2,279-75.2% | $2,551-77.8% |
| Participant deferral / active EE | $937 | $3,081-69.6% | $4,048-76.9% | $4,139-77.4% |
| Admin fee / account holder | $232 | $6,500-96.4% | $8,703-97.3% | $7,234-96.8% |