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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 | $74,535-90.6% | $100,712-93.1% | $82,637-91.6% |
| Participation rate | 44.9% | 61.2%-16.3pp | 69.3%-24.4pp | 68.1%-23.2pp |
| Annual return | 13.95% | 18.92%-5.0pp | 33.27%-19.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $562 | $1,503-62.6% | $2,313-75.7% | $2,552-78.0% |
| Participant deferral / active EE | $891 | $3,074-71.0% | $4,085-78.2% | $4,126-78.4% |
| Admin fee / account holder | $286 | $6,576-95.6% | $9,256-96.9% | $7,339-96.1% |