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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 | $2,033 | $81,262-97.5% | $155,602-98.7% | $80,911-97.5% |
| Participation rate | 69.8% | 66.2%+3.6pp | 78.2%-8.4pp | 67.6%+2.2pp |
| Annual return | 13.64% | 33.34%-19.7pp | 64.81%-51.2pp | 35.63%-22.0pp |
| Employer contribution / active EE | $416 | $3,102-86.6% | $4,675-91.1% | $2,756-84.9% |
| Participant deferral / active EE | $698 | $3,451-79.8% | $5,629-87.6% | $4,297-83.8% |
| Admin fee / account holder | $186 | $7,992-97.7% | $15,923-98.8% | $6,935-97.3% |