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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 | $6,076 | $43,075-85.9% | $74,577-91.9% | $62,881-90.3% |
| Participation rate | 54.3% | 58.1%-3.8pp | 68.1%-13.8pp | 69.3%-15.0pp |
| Annual return | 18.75% | 17.50%+1.2pp | 20.47%-1.7pp | 20.14%-1.4pp |
| Employer contribution / active EE | $266 | $1,498-82.2% | $2,525-89.4% | $2,281-88.3% |
| Participant deferral / active EE | $533 | $2,389-77.7% | $3,458-84.6% | $3,203-83.4% |
| Admin fee / account holder | $279 | $2,840-90.2% | $4,138-93.3% | $4,296-93.5% |