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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 | $5,113 | $64,010-92.0% | $108,359-95.3% | $64,340-92.1% |
| Participation rate | 31.6% | 49.4%-17.8pp | 70.1%-38.5pp | 55.2%-23.7pp |
| Annual return | 21.73% | 19.74%+2.0pp | 36.89%-15.2pp | 24.14%-2.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $461 | $2,395-80.8% | $4,137-88.9% | $2,980-84.5% |
| Admin fee / account holder | $200 | $4,885-95.9% | $9,741-97.9% | $3,703-94.6% |