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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 | $2,541 | $58,627-95.7% | $76,735-96.7% | $82,448-96.9% |
| Participation rate | 67.9% | 63.2%+4.6pp | 69.5%-1.6pp | 68.1%-0.2pp |
| Annual return | 18.01% | 39.10%-21.1pp | 29.77%-11.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $370 | $1,729-78.6% | $2,454-84.9% | $2,551-85.5% |
| Participant deferral / active EE | $538 | $3,134-82.8% | $4,088-86.8% | $4,139-87.0% |
| Admin fee / account holder | $249 | $5,323-95.3% | $7,189-96.5% | $7,234-96.6% |