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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 | $81,276-94.7% | $155,574-97.2% | $80,925-94.7% |
| Participation rate | 61.3% | 66.2%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 13.92% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $442 | $3,103-85.7% | $4,676-90.5% | $2,756-84.0% |
| Participant deferral / active EE | $686 | $3,453-80.1% | $5,629-87.8% | $4,299-84.0% |
| Admin fee / account holder | $289 | $7,993-96.4% | $15,914-98.2% | $6,940-95.8% |