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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 | $5,599 | $45,087-87.6% | $69,483-91.9% | $72,976-92.3% |
| Participation rate | 67.1% | 68.5%-1.4pp | 74.6%-7.5pp | 69.5%-2.4pp |
| Annual return | 18.77% | 22.67%-3.9pp | 28.99%-10.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $403 | $2,055-80.4% | $2,780-85.5% | $2,440-83.5% |
| Participant deferral / active EE | $524 | $2,603-79.9% | $3,537-85.2% | $3,608-85.5% |
| Admin fee / account holder | $244 | $3,057-92.0% | $3,841-93.6% | $5,124-95.2% |