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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 | $4,230 | $73,955-94.3% | $96,520-95.6% | $75,181-94.4% |
| Participation rate | 58.4% | 66.4%-8.0pp | 74.3%-15.9pp | 67.2%-8.8pp |
| Annual return | 13.67% | 26.72%-13.0pp | 35.72%-22.0pp | 160.69%-147.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,304 | $3,659-64.4% | $4,879-73.3% | $4,126-68.4% |
| Admin fee / account holder | $43 | $5,217-99.2% | $6,733-99.4% | $5,650-99.2% |