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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 | $2,397 | $45,312-94.7% | $86,233-97.2% | $67,986-96.5% |
| Participation rate | 27.2% | 42.4%-15.2pp | 69.0%-41.8pp | 57.2%-30.0pp |
| Annual return | 34.44% | 24.79%+9.7pp | 61.39%-26.9pp | 31.67%+2.8pp |
| Employer contribution / active EE | $166 | $1,160-85.7% | $2,504-93.4% | $2,019-91.8% |
| Participant deferral / active EE | $277 | $2,185-87.3% | $4,559-93.9% | $3,358-91.8% |
| Admin fee / account holder | $103 | $3,295-96.9% | $8,342-98.8% | $3,203-96.8% |