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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 | $5,204 | $54,541-90.5% | $78,778-93.4% | $70,126-92.6% |
| Participation rate | 30.5% | 60.8%-30.3pp | 69.2%-38.7pp | 69.5%-39.0pp |
| Annual return | 15.08% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $276 | $1,089-74.7% | $1,986-86.1% | $2,343-88.2% |
| Participant deferral / active EE | $339 | $2,210-84.6% | $2,958-88.5% | $3,332-89.8% |
| Admin fee / account holder | $141 | $3,709-96.2% | $5,134-97.3% | $4,645-97.0% |