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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 | $57,073-93.5% | $85,126-95.7% | $80,925-95.4% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 13.86% | 21.69%-7.8pp | 66.63%-52.8pp | 35.65%-21.8pp |
| Employer contribution / active EE | $489 | $1,801-72.8% | $2,731-82.1% | $2,756-82.2% |
| Participant deferral / active EE | $627 | $3,113-79.9% | $4,523-86.1% | $4,299-85.4% |
| Admin fee / account holder | $172 | $4,988-96.6% | $6,160-97.2% | $6,940-97.5% |