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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 | $5,645 | $49,239-88.5% | $70,462-92.0% | $79,858-92.9% |
| Participation rate | 53.8% | 69.2%-15.3pp | 75.1%-21.2pp | 69.6%-15.8pp |
| Annual return | 23.37% | 30.08%-6.7pp | 109.08%-85.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $492 | $2,100-76.6% | $2,737-82.0% | $2,471-80.1% |
| Participant deferral / active EE | $825 | $2,769-70.2% | $3,710-77.8% | $3,740-77.9% |
| Admin fee / account holder | $223 | $2,876-92.3% | $3,845-94.2% | $5,306-95.8% |