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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 | $3,489 | $71,230-95.1% | $93,727-96.3% | $80,959-95.7% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.7%-19.1pp |
| Annual return | 18.26% | 11.26%+7.0pp | 133.83%-115.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $433 | $1,565-72.4% | $2,421-82.1% | $2,757-84.3% |
| Participant deferral / active EE | $488 | $4,037-87.9% | $4,417-89.0% | $4,300-88.7% |
| Admin fee / account holder | $50 | $6,961-99.3% | $8,292-99.4% | $6,925-99.3% |