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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 | $5,220 | $46,599-88.8% | $64,101-91.9% | $75,173-93.1% |
| Participation rate | 45.5% | 65.9%-20.5pp | 72.3%-26.9pp | 67.2%-21.7pp |
| Annual return | 18.97% | 26.06%-7.1pp | 33.72%-14.7pp | 160.72%-141.7pp |
| Employer contribution / active EE | $613 | $1,975-69.0% | $2,749-77.7% | $2,671-77.1% |
| Participant deferral / active EE | $626 | $2,837-77.9% | $3,881-83.9% | $4,126-84.8% |
| Admin fee / account holder | $268 | $2,956-90.9% | $3,070-91.3% | $5,651-95.3% |