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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 | $45,343-93.6% | $150,298-98.1% | $67,986-95.7% |
| Participation rate | 27.8% | 51.9%-24.0pp | 77.8%-49.9pp | 57.2%-29.4pp |
| Annual return | 29.86% | 33.28%-3.4pp | 62.79%-32.9pp | 31.67%-1.8pp |
| Employer contribution / active EE | $230 | $1,462-84.3% | $4,154-94.5% | $2,019-88.6% |
| Participant deferral / active EE | $315 | $2,055-84.7% | $5,453-94.2% | $3,358-90.6% |
| Admin fee / account holder | $277 | $2,250-87.7% | $14,116-98.0% | $3,203-91.3% |