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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 | $4,850 | $52,306-90.7% | $69,779-93.1% | $62,881-92.3% |
| Participation rate | 26.8% | 67.2%-40.4pp | 71.8%-45.0pp | 69.3%-42.5pp |
| Annual return | 5.28% | 13.35%-8.1pp | 12.99%-7.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $172 | $2,395-92.8% | $2,931-94.1% | $3,203-94.6% |
| Admin fee / account holder | $194 | $3,691-94.8% | $4,381-95.6% | $4,296-95.5% |