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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 | $3,627 | $106,749-96.6% | $145,433-97.5% | $82,448-95.6% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 43.33% | 27.59%+15.7pp | 66.58%-23.2pp | 41.64%+1.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,249 | $6,519-80.8% | $7,897-84.2% | $4,139-69.8% |
| Admin fee / account holder | $66 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |