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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 | $4,668 | $88,672-94.7% | $105,223-95.6% | $82,448-94.3% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 36.79% | 30.86%+5.9pp | 180.65%-143.9pp | 41.64%-4.8pp |
| Employer contribution / active EE | $862 | $3,048-71.7% | $3,689-76.6% | $2,551-66.2% |
| Participant deferral / active EE | $1,258 | $4,036-68.8% | $5,072-75.2% | $4,139-69.6% |
| Admin fee / account holder | $266 | $7,146-96.3% | $8,859-97.0% | $7,234-96.3% |