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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 | $5,434 | $44,746-87.9% | $88,179-93.8% | $64,097-91.5% |
| Participation rate | 27.2% | 39.8%-12.6pp | 69.1%-42.0pp | 55.2%-28.0pp |
| Annual return | 21.56% | 24.70%-3.1pp | 64.97%-43.4pp | 34.64%-13.1pp |
| Employer contribution / active EE | $133 | $1,078-87.7% | $2,549-94.8% | $1,891-93.0% |
| Participant deferral / active EE | $233 | $2,072-88.8% | $4,614-95.0% | $3,080-92.4% |
| Admin fee / account holder | $39 | $3,437-98.9% | $7,673-99.5% | $3,454-98.9% |