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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 | $44,746-94.6% | $88,179-97.3% | $64,097-96.3% |
| Participation rate | 27.2% | 39.8%-12.6pp | 69.1%-41.9pp | 55.2%-28.0pp |
| Annual return | 34.44% | 24.70%+9.7pp | 64.97%-30.5pp | 34.64%-0.2pp |
| Employer contribution / active EE | $166 | $1,078-84.6% | $2,549-93.5% | $1,891-91.2% |
| Participant deferral / active EE | $277 | $2,072-86.6% | $4,614-94.0% | $3,080-91.0% |
| Admin fee / account holder | $103 | $3,437-97.0% | $7,673-98.7% | $3,454-97.0% |