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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 | $3,780 | $71,215-94.7% | $93,696-96.0% | $80,935-95.3% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 16.20% | 11.27%+4.9pp | 133.74%-117.5pp | 35.66%-19.5pp |
| Employer contribution / active EE | $493 | $1,565-68.5% | $2,422-79.7% | $2,757-82.1% |
| Participant deferral / active EE | $549 | $4,037-86.4% | $4,417-87.6% | $4,299-87.2% |
| Admin fee / account holder | $119 | $6,958-98.3% | $8,287-98.6% | $6,924-98.3% |