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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 | $5,442 | $55,932-90.3% | $76,735-92.9% | $67,986-92.0% |
| Participation rate | 32.1% | 50.8%-18.7pp | 69.5%-37.4pp | 57.2%-25.1pp |
| Annual return | 30.40% | 23.10%+7.3pp | 29.77%+0.6pp | 31.67%-1.3pp |
| Employer contribution / active EE | $329 | $1,487-77.9% | $2,454-86.6% | $2,019-83.7% |
| Participant deferral / active EE | $494 | $2,558-80.7% | $4,088-87.9% | $3,358-85.3% |
| Admin fee / account holder | $92 | $4,907-98.1% | $7,189-98.7% | $3,203-97.1% |