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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 | $3,543 | $117,904-97.0% | $102,457-96.5% | $145,978-97.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.19% | 31.80%-18.6pp | 29.41%-16.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,760 | $5,733-69.3% | $5,054-65.2% | $6,690-73.7% |
| Admin fee / account holder | $110 | $13,329-99.2% | $9,451-98.8% | $13,400-99.2% |