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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 | $4,454 | $161,352-97.2% | $134,172-96.7% | $137,256-96.8% |
| Participation rate | 55.0% | 78.3%-23.3pp | 72.5%-17.5pp | 80.0%-25.0pp |
| Annual return | 23.87% | 28.72%-4.8pp | 25.30%-1.4pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $921 | $5,552-83.4% | $4,690-80.4% | $6,407-85.6% |
| Admin fee / account holder | $32 | $15,028-99.8% | $12,016-99.7% | $12,270-99.7% |