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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 | $3,701 | $57,119-93.5% | $85,187-95.7% | $80,935-95.4% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 13.86% | 21.70%-7.8pp | 66.67%-52.8pp | 35.66%-21.8pp |
| Employer contribution / active EE | $489 | $1,802-72.8% | $2,732-82.1% | $2,757-82.2% |
| Participant deferral / active EE | $627 | $3,115-79.9% | $4,525-86.1% | $4,299-85.4% |
| Admin fee / account holder | $172 | $4,990-96.6% | $6,162-97.2% | $6,924-97.5% |