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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 | $52,682-89.7% | $78,004-93.0% | $64,097-91.5% |
| Participation rate | 32.1% | 47.7%-15.6pp | 69.4%-37.3pp | 55.2%-23.1pp |
| Annual return | 30.40% | 22.45%+7.9pp | 31.07%-0.7pp | 34.64%-4.2pp |
| Employer contribution / active EE | $329 | $1,323-75.1% | $2,469-86.7% | $1,891-82.6% |
| Participant deferral / active EE | $494 | $2,346-78.9% | $4,092-87.9% | $3,080-84.0% |
| Admin fee / account holder | $92 | $5,420-98.3% | $7,578-98.8% | $3,454-97.3% |