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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 | $2,397 | $110,278-97.8% | $95,740-97.5% | $139,466-98.3% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 30.49% | 27.19%+3.3pp | 28.41%+2.1pp | 373.66%-343.2pp |
| Employer contribution / active EE | $340 | $3,260-89.6% | $2,836-88.0% | $4,754-92.8% |
| Participant deferral / active EE | $666 | $4,674-85.8% | $4,244-84.3% | $6,712-90.1% |
| Admin fee / account holder | $163 | $6,613-97.5% | $5,676-97.1% | $11,409-98.6% |