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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 | $9,611 | $72,486-86.7% | $87,103-89.0% | $72,976-86.8% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.9%-31.4pp | 69.5%-24.0pp |
| Annual return | 28.68% | 24.46%+4.2pp | 28.19%+0.5pp | 81.02%-52.3pp |
| Employer contribution / active EE | $781 | $1,894-58.8% | $2,521-69.0% | $2,440-68.0% |
| Participant deferral / active EE | $931 | $3,270-71.5% | $4,049-77.0% | $3,608-74.2% |
| Admin fee / account holder | $114 | $5,055-97.7% | $7,491-98.5% | $5,124-97.8% |