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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 | $3,697 | $102,609-96.4% | $98,090-96.2% | $138,895-97.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 15.87% | 36.44%-20.6pp | 37.05%-21.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $808 | $8,167-90.1% | $7,845-89.7% | $6,396-87.4% |
| Admin fee / account holder | $270 | $11,434-97.6% | $11,815-97.7% | $12,562-97.9% |