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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 | $8,081 | $52,279-84.5% | $89,414-91.0% | $79,852-89.9% |
| Participation rate | 36.7% | 57.5%-20.9pp | 68.0%-31.3pp | 69.6%-33.0pp |
| Annual return | 16.91% | 22.16%-5.3pp | 245.50%-228.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $338 | $1,572-78.5% | $2,586-86.9% | $2,471-86.3% |
| Participant deferral / active EE | $740 | $2,740-73.0% | $3,890-81.0% | $3,740-80.2% |
| Admin fee / account holder | $137 | $3,356-95.9% | $4,883-97.2% | $5,306-97.4% |