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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 | $2,595 | $76,642-96.6% | $146,866-98.2% | $65,306-96.0% |
| Participation rate | 67.6% | 61.2%+6.4pp | 82.5%-14.9pp | 57.7%+10.0pp |
| Annual return | 16.65% | 33.40%-16.8pp | 102.85%-86.2pp | 21.94%-5.3pp |
| Employer contribution / active EE | $178 | $2,621-93.2% | $4,425-96.0% | $1,967-91.0% |
| Participant deferral / active EE | $337 | $4,864-93.1% | $7,759-95.7% | $2,959-88.6% |
| Admin fee / account holder | $283 | $3,960-92.9% | $13,620-97.9% | $3,480-91.9% |