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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 | $3,138 | $48,011-93.5% | $63,803-95.1% | $82,637-96.2% |
| Participation rate | 48.6% | 66.6%-18.0pp | 72.7%-24.1pp | 68.1%-19.5pp |
| Annual return | 23.71% | 19.84%+3.9pp | 543.72%-520.0pp | 53.51%-29.8pp |
| Employer contribution / active EE | $418 | $1,904-78.1% | $2,532-83.5% | $2,552-83.6% |
| Participant deferral / active EE | $790 | $2,846-72.2% | $3,843-79.4% | $4,126-80.8% |
| Admin fee / account holder | $263 | $3,873-93.2% | $5,196-94.9% | $7,339-96.4% |