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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 | $3,108 | $43,730-92.9% | $121,220-97.4% | $64,173-95.2% |
| Participation rate | 58.3% | 58.3%0pp | 71.8%-13.4pp | 69.6%-11.2pp |
| Annual return | 6.80% | 68.94%-62.1pp | 16.94%-10.1pp | 7.63%-0.8pp |
| Employer contribution / active EE | $452 | $1,297-65.2% | $4,023-88.8% | $2,381-81.0% |
| Participant deferral / active EE | $611 | $2,281-73.2% | $3,345-81.7% | $3,470-82.4% |
| Admin fee / account holder | $55 | $3,502-98.4% | $5,021-98.9% | $4,887-98.9% |