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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 | $4,471 | $85,060-94.7% | $70,565-93.7% | $139,487-96.8% |
| Participation rate | 35.7% | 73.9%-38.2pp | 68.4%-32.6pp | 80.3%-44.6pp |
| Annual return | 33.35% | 30.39%+3.0pp | 32.79%+0.6pp | 373.84%-340.5pp |
| Employer contribution / active EE | $515 | $3,912-86.8% | $2,976-82.7% | $4,755-89.2% |
| Participant deferral / active EE | $614 | $5,891-89.6% | $4,568-86.6% | $6,713-90.9% |
| Admin fee / account holder | $118 | $8,932-98.7% | $6,430-98.2% | $11,407-99.0% |