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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 | $60,442-88.6% | $96,754-92.9% | $87,485-92.2% |
| Participation rate | 68.0% | 58.7%+9.3pp | 70.3%-2.3pp | 68.9%-0.9pp |
| Annual return | 17.33% | 21.97%-4.6pp | 82.04%-64.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $443 | $1,691-73.8% | $2,679-83.5% | $2,596-82.9% |
| Participant deferral / active EE | $779 | $3,280-76.2% | $4,758-83.6% | $4,274-81.8% |
| Admin fee / account holder | $117 | $5,069-97.7% | $8,905-98.7% | $7,775-98.5% |