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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 | $3,982 | $56,110-92.9% | $94,993-95.8% | $70,126-94.3% |
| Participation rate | 57.6% | 65.0%-7.4pp | 73.9%-16.3pp | 69.5%-12.0pp |
| Annual return | 16.74% | 51.02%-34.3pp | 27.14%-10.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $279 | $1,442-80.6% | $2,603-89.3% | $2,343-88.1% |
| Participant deferral / active EE | $349 | $2,391-85.4% | $3,317-89.5% | $3,332-89.5% |
| Admin fee / account holder | $3 | $3,456-99.9% | $4,960-99.9% | $4,645-99.9% |