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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 | $4,749 | $54,297-91.3% | $97,032-95.1% | $65,306-92.7% |
| Participation rate | 13.9% | 42.3%-28.4pp | 71.6%-57.7pp | 57.7%-43.8pp |
| Annual return | 22.05% | 21.17%+0.9pp | 35.38%-13.3pp | 21.94%+0.1pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $210 | $2,259-90.7% | $4,672-95.5% | $2,959-92.9% |
| Admin fee / account holder | $37 | $3,744-99.0% | $9,418-99.6% | $3,480-98.9% |