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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 | $74,535-86.1% | $100,712-89.7% | $82,637-87.4% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 19.85% | 18.92%+0.9pp | 33.27%-13.4pp | 53.51%-33.7pp |
| Employer contribution / active EE | $476 | $1,503-68.3% | $2,313-79.4% | $2,552-81.4% |
| Participant deferral / active EE | $646 | $3,074-79.0% | $4,085-84.2% | $4,126-84.3% |
| Admin fee / account holder | $131 | $6,576-98.0% | $9,256-98.6% | $7,339-98.2% |