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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 | $4,649 | $63,845-92.7% | $81,370-94.3% | $80,959-94.3% |
| Participation rate | 54.9% | 63.9%-8.9pp | 69.5%-14.6pp | 67.7%-12.7pp |
| Annual return | 15.51% | 16.37%-0.9pp | 24.85%-9.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $424 | $1,980-78.6% | $2,464-82.8% | $2,757-84.6% |
| Participant deferral / active EE | $571 | $3,093-81.6% | $3,885-85.3% | $4,300-86.7% |
| Admin fee / account holder | $11 | $5,688-99.8% | $5,749-99.8% | $6,925-99.8% |