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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 | $6,867 | $63,949-89.3% | $129,031-94.7% | $94,015-92.7% |
| Participation rate | 68.0% | 63.4%+4.6pp | 73.4%-5.4pp | 70.8%-2.8pp |
| Annual return | 17.33% | 17.56%-0.2pp | 34.67%-17.3pp | 17.84%-0.5pp |
| Employer contribution / active EE | $443 | $1,865-76.2% | $3,226-86.3% | $2,790-84.1% |
| Participant deferral / active EE | $779 | $3,686-78.9% | $5,217-85.1% | $4,249-81.7% |
| Admin fee / account holder | $117 | $5,523-97.9% | $13,208-99.1% | $8,951-98.7% |