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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 | $4,280 | $72,027-94.1% | $185,835-97.7% | $79,852-94.6% |
| Participation rate | 44.4% | 65.8%-21.3pp | 78.0%-33.6pp | 69.6%-25.2pp |
| Annual return | 38.16% | 23.13%+15.0pp | 35.96%+2.2pp | 31.72%+6.4pp |
| Employer contribution / active EE | $472 | $1,965-76.0% | $4,087-88.4% | $2,471-80.9% |
| Participant deferral / active EE | $1,090 | $3,780-71.2% | $5,633-80.7% | $3,740-70.9% |
| Admin fee / account holder | $249 | $4,513-94.5% | $9,502-97.4% | $5,306-95.3% |