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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 | $5,977 | $57,061-89.5% | $85,063-93.0% | $80,911-92.6% |
| Participation rate | 52.9% | 56.3%-3.4pp | 67.5%-14.6pp | 67.6%-14.7pp |
| Annual return | 14.57% | 21.66%-7.1pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $368 | $1,799-79.5% | $2,727-86.5% | $2,756-86.6% |
| Participant deferral / active EE | $619 | $3,110-80.1% | $4,523-86.3% | $4,297-85.6% |
| Admin fee / account holder | $137 | $4,986-97.3% | $6,155-97.8% | $6,935-98.0% |