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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 | $9,310 | $77,574-88.0% | $108,753-91.4% | $86,983-89.3% |
| Participation rate | 32.0% | 62.3%-30.3pp | 71.1%-39.1pp | 69.5%-37.5pp |
| Annual return | 25.62% | 18.42%+7.2pp | 37.47%-11.8pp | 25.83%-0.2pp |
| Employer contribution / active EE | $286 | $1,611-82.3% | $2,427-88.2% | $2,584-89.0% |
| Participant deferral / active EE | $884 | $3,128-71.7% | $4,115-78.5% | $4,194-78.9% |
| Admin fee / account holder | $82 | $6,529-98.8% | $10,320-99.2% | $7,856-99.0% |