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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 | $3,886 | $76,551-94.9% | $123,894-96.9% | $62,881-93.8% |
| Participation rate | 46.4% | 73.0%-26.6pp | 81.4%-35.0pp | 69.3%-22.9pp |
| Annual return | 16.91% | 18.68%-1.8pp | 47.52%-30.6pp | 20.14%-3.2pp |
| Employer contribution / active EE | $690 | $2,882-76.1% | $4,617-85.1% | $2,281-69.8% |
| Participant deferral / active EE | $978 | $4,840-79.8% | $5,984-83.7% | $3,203-69.5% |
| Admin fee / account holder | $292 | $4,826-93.9% | $8,357-96.5% | $4,296-93.2% |