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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 | $5,310 | $81,208-93.5% | $98,920-94.6% | $79,856-93.4% |
| Participation rate | 62.9% | 72.5%-9.6pp | 76.0%-13.2pp | 69.6%-6.8pp |
| Annual return | 30.51% | 60.99%-30.5pp | 196.47%-166.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $449 | $1,960-77.1% | $2,689-83.3% | $2,471-81.8% |
| Participant deferral / active EE | $1,189 | $3,265-63.6% | $4,245-72.0% | $3,741-68.2% |
| Admin fee / account holder | $92 | $6,013-98.5% | $6,643-98.6% | $5,306-98.3% |