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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 | $5,499 | $73,787-92.5% | $98,716-94.4% | $82,448-93.3% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.3%-1.3pp | 68.1%-0.1pp |
| Annual return | 22.69% | 18.57%+4.1pp | 31.81%-9.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $459 | $1,511-69.7% | $2,279-79.9% | $2,551-82.0% |
| Participant deferral / active EE | $770 | $3,081-75.0% | $4,048-81.0% | $4,139-81.4% |
| Admin fee / account holder | $240 | $6,500-96.3% | $8,703-97.2% | $7,234-96.7% |