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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 | $4,739 | $48,078-90.1% | $78,676-94.0% | $62,881-92.5% |
| Participation rate | 16.4% | 65.2%-48.8pp | 73.6%-57.1pp | 69.3%-52.9pp |
| Annual return | 6.19% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $207 | $2,015-89.7% | $2,850-92.7% | $2,281-90.9% |
| Participant deferral / active EE | $366 | $2,587-85.9% | $3,517-89.6% | $3,203-88.6% |
| Admin fee / account holder | $66 | $3,206-97.9% | $4,510-98.5% | $4,296-98.5% |