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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 | $6,973 | $73,787-90.6% | $98,716-92.9% | $82,448-91.5% |
| Participation rate | 44.9% | 61.4%-16.5pp | 69.3%-24.4pp | 68.1%-23.2pp |
| Annual return | 13.95% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $562 | $1,511-62.8% | $2,279-75.3% | $2,551-78.0% |
| Participant deferral / active EE | $891 | $3,081-71.1% | $4,048-78.0% | $4,139-78.5% |
| Admin fee / account holder | $286 | $6,500-95.6% | $8,703-96.7% | $7,234-96.0% |