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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 | $3,893 | $47,848-91.9% | $81,473-95.2% | $70,126-94.4% |
| Participation rate | 37.8% | 58.3%-20.5pp | 68.0%-30.2pp | 69.5%-31.8pp |
| Annual return | 25.26% | 27.25%-2.0pp | 38.78%-13.5pp | 73.15%-47.9pp |
| Employer contribution / active EE | $239 | $1,527-84.3% | $2,568-90.7% | $2,343-89.8% |
| Participant deferral / active EE | $670 | $2,453-72.7% | $3,537-81.1% | $3,332-79.9% |
| Admin fee / account holder | $58 | $3,145-98.2% | $4,561-98.7% | $4,645-98.8% |