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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 | $5,217 | $97,550-94.7% | $120,344-95.7% | $87,485-94.0% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 26.39% | 18.41%+8.0pp | 20.30%+6.1pp | 26.06%+0.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,905 | $4,230-55.0% | $5,135-62.9% | $4,274-55.4% |
| Admin fee / account holder | $155 | $9,543-98.4% | $12,742-98.8% | $7,775-98.0% |