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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 | $45,312-88.0% | $86,233-93.7% | $67,986-92.0% |
| Participation rate | 27.2% | 42.4%-15.3pp | 69.0%-41.9pp | 57.2%-30.0pp |
| Annual return | 21.56% | 24.79%-3.2pp | 61.39%-39.8pp | 31.67%-10.1pp |
| Employer contribution / active EE | $133 | $1,160-88.5% | $2,504-94.7% | $2,019-93.4% |
| Participant deferral / active EE | $233 | $2,185-89.3% | $4,559-94.9% | $3,358-93.1% |
| Admin fee / account holder | $39 | $3,295-98.8% | $8,342-99.5% | $3,203-98.8% |