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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 | $6,039 | $72,272-91.6% | $101,264-94.0% | $79,858-92.4% |
| Participation rate | 48.2% | 68.5%-20.2pp | 75.8%-27.6pp | 69.6%-21.4pp |
| Annual return | 23.02% | 22.30%+0.7pp | 46.48%-23.5pp | 31.72%-8.7pp |
| Employer contribution / active EE | $612 | $2,692-77.3% | $3,660-83.3% | $2,471-75.2% |
| Participant deferral / active EE | $743 | $3,282-77.4% | $4,370-83.0% | $3,740-80.1% |
| Admin fee / account holder | $276 | $4,401-93.7% | $5,947-95.4% | $5,306-94.8% |