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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 | $3,227 | $48,300-93.3% | $40,145,923-100.0% | $62,881-94.9% |
| Participation rate | 39.3% | 62.0%-22.8pp | 68.4%-29.1pp | 69.3%-30.0pp |
| Annual return | 23.76% | 6.95%+16.8pp | 5.24%+18.5pp | 20.14%+3.6pp |
| Employer contribution / active EE | $478 | $1,333-64.2% | $1,844-74.1% | $2,281-79.1% |
| Participant deferral / active EE | $610 | $2,388-74.5% | $2,591-76.5% | $3,203-81.0% |
| Admin fee / account holder | $55 | $2,919-98.1% | $2,903-98.1% | $4,296-98.7% |