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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 | $2,460 | $80,992-97.0% | $96,534-97.5% | $75,173-96.7% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 62.88% | 27.05%+35.8pp | 25.88%+37.0pp | 160.72%-97.8pp |
| Employer contribution / active EE | $695 | $2,283-69.5% | $2,965-76.6% | $2,671-74.0% |
| Participant deferral / active EE | $778 | $3,929-80.2% | $4,851-84.0% | $4,126-81.1% |
| Admin fee / account holder | $166 | $6,717-97.5% | $8,253-98.0% | $5,651-97.1% |