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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 | $10,389 | $73,787-85.9% | $98,716-89.5% | $82,448-87.4% |
| Participation rate | 42.9% | 61.4%-18.6pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 19.85% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $476 | $1,511-68.5% | $2,279-79.1% | $2,551-81.4% |
| Participant deferral / active EE | $646 | $3,081-79.0% | $4,048-84.0% | $4,139-84.4% |
| Admin fee / account holder | $131 | $6,500-98.0% | $8,703-98.5% | $7,234-98.2% |