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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 | $2,887 | $83,073-96.5% | $88,457-96.7% | $87,485-96.7% |
| Participation rate | 66.0% | 71.3%-5.3pp | 78.6%-12.6pp | 68.9%-2.9pp |
| Annual return | 25.30% | 15.48%+9.8pp | 32.69%-7.4pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $4,044-100.0% | $4,681-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $739 | $4,389-83.2% | $5,667-87.0% | $4,274-82.7% |
| Admin fee / account holder | $9 | $7,192-99.9% | $9,606-99.9% | $7,775-99.9% |