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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 | $2,918 | $41,016-92.9% | $152,093-98.1% | $64,097-95.4% |
| Participation rate | 27.8% | 51.3%-23.5pp | 77.8%-49.9pp | 55.2%-27.3pp |
| Annual return | 29.86% | 39.60%-9.7pp | 66.36%-36.5pp | 34.64%-4.8pp |
| Employer contribution / active EE | $230 | $1,342-82.9% | $4,175-94.5% | $1,891-87.9% |
| Participant deferral / active EE | $315 | $1,927-83.7% | $5,451-94.2% | $3,080-89.8% |
| Admin fee / account holder | $277 | $2,305-88.0% | $14,497-98.1% | $3,454-92.0% |