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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 | $6,287 | $80,992-92.2% | $96,534-93.5% | $75,173-91.6% |
| Participation rate | 18.2% | 71.8%-53.6pp | 76.0%-57.8pp | 67.2%-49.0pp |
| Annual return | 28.95% | 27.05%+1.9pp | 25.88%+3.1pp | 160.72%-131.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,089 | $3,929-72.3% | $4,851-77.5% | $4,126-73.6% |
| Admin fee / account holder | $29 | $6,717-99.6% | $8,253-99.6% | $5,651-99.5% |