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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 | $4,289 | $81,358-94.7% | $155,556-97.2% | $80,959-94.7% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 13.92% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $442 | $3,106-85.8% | $4,675-90.5% | $2,757-84.0% |
| Participant deferral / active EE | $686 | $3,455-80.1% | $5,631-87.8% | $4,300-84.1% |
| Admin fee / account holder | $289 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |