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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 | $2,733 | $57,119-95.2% | $85,187-96.8% | $80,935-96.6% |
| Participation rate | 57.7% | 56.4%+1.3pp | 67.5%-9.8pp | 67.7%-10.0pp |
| Annual return | 18.33% | 21.70%-3.4pp | 66.67%-48.3pp | 35.66%-17.3pp |
| Employer contribution / active EE | $330 | $1,802-81.7% | $2,732-87.9% | $2,757-88.0% |
| Participant deferral / active EE | $558 | $3,115-82.1% | $4,525-87.7% | $4,299-87.0% |
| Admin fee / account holder | $50 | $4,990-99.0% | $6,162-99.2% | $6,924-99.3% |