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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 | $3,870 | $58,493-93.4% | $84,023-95.4% | $72,976-94.7% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.0%-34.5pp | 69.5%-35.0pp |
| Annual return | 37.44% | 28.93%+8.5pp | 71.32%-33.9pp | 81.02%-43.6pp |
| Employer contribution / active EE | $357 | $1,163-69.3% | $1,984-82.0% | $2,440-85.4% |
| Participant deferral / active EE | $435 | $2,394-81.8% | $3,239-86.6% | $3,608-87.9% |
| Admin fee / account holder | $23 | $4,569-99.5% | $6,102-99.6% | $5,124-99.6% |