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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 | $5,136 | $73,787-93.0% | $98,716-94.8% | $82,448-93.8% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.3%-35.3pp | 68.1%-34.1pp |
| Annual return | 37.98% | 18.57%+19.4pp | 31.81%+6.2pp | 41.64%-3.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,203 | $3,081-61.0% | $4,048-70.3% | $4,139-70.9% |
| Admin fee / account holder | $8 | $6,500-99.9% | $8,703-99.9% | $7,234-99.9% |