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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 | $4,376 | $45,343-90.3% | $150,298-97.1% | $67,986-93.6% |
| Participation rate | 42.8% | 51.9%-9.1pp | 77.8%-35.0pp | 57.2%-14.4pp |
| Annual return | 23.43% | 33.28%-9.8pp | 62.79%-39.4pp | 31.67%-8.2pp |
| Employer contribution / active EE | $301 | $1,462-79.4% | $4,154-92.7% | $2,019-85.1% |
| Participant deferral / active EE | $551 | $2,055-73.2% | $5,453-89.9% | $3,358-83.6% |
| Admin fee / account holder | $291 | $2,250-87.1% | $14,116-97.9% | $3,203-90.9% |