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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 | $2,446 | $45,312-94.6% | $86,233-97.2% | $67,986-96.4% |
| Participation rate | 43.1% | 42.4%+0.7pp | 69.0%-25.9pp | 57.2%-14.1pp |
| Annual return | 17.51% | 24.79%-7.3pp | 61.39%-43.9pp | 31.67%-14.2pp |
| Employer contribution / active EE | $132 | $1,160-88.6% | $2,504-94.7% | $2,019-93.5% |
| Participant deferral / active EE | $292 | $2,185-86.6% | $4,559-93.6% | $3,358-91.3% |
| Admin fee / account holder | $5 | $3,295-99.8% | $8,342-99.9% | $3,203-99.8% |