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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 | $3,389 | $67,602-95.0% | $82,312-95.9% | $70,126-95.2% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 27.07% | 21.57%+5.5pp | 25.88%+1.2pp | 73.15%-46.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,020 | $2,987-65.9% | $3,706-72.5% | $3,332-69.4% |
| Admin fee / account holder | $220 | $4,512-95.1% | $5,608-96.1% | $4,645-95.3% |