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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 | $17,685 | $76,551-76.9% | $123,894-85.7% | $62,881-71.9% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 6.64% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $477 | $2,882-83.5% | $4,617-89.7% | $2,281-79.1% |
| Participant deferral / active EE | $562 | $4,840-88.4% | $5,984-90.6% | $3,203-82.4% |
| Admin fee / account holder | $9 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |