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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 | $3,379 | $58,099-94.2% | $76,872-95.6% | $75,173-95.5% |
| Participation rate | 49.2% | 63.9%-14.7pp | 69.6%-20.4pp | 67.2%-18.1pp |
| Annual return | 31.95% | 26.71%+5.2pp | 37.90%-6.0pp | 160.72%-128.8pp |
| Employer contribution / active EE | $473 | $1,996-76.3% | $2,533-81.3% | $2,671-82.3% |
| Participant deferral / active EE | $556 | $2,999-81.5% | $3,832-85.5% | $4,126-86.5% |
| Admin fee / account holder | $94 | $4,778-98.0% | $5,476-98.3% | $5,651-98.3% |