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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 | $6,091 | $71,208-91.4% | $93,681-93.5% | $80,911-92.5% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.6%-29.2pp |
| Annual return | 14.64% | 11.27%+3.4pp | 133.47%-118.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $551 | $1,564-64.8% | $2,422-77.3% | $2,756-80.0% |
| Participant deferral / active EE | $779 | $4,035-80.7% | $4,415-82.3% | $4,297-81.9% |
| Admin fee / account holder | $188 | $6,951-97.3% | $8,290-97.7% | $6,935-97.3% |