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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 | $5,533 | $114,119-95.2% | $107,187-94.8% | $138,895-96.0% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 23.50% | 273.21%-249.7pp | 204.55%-181.0pp | 145.39%-121.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,435 | $5,538-74.1% | $5,096-71.8% | $6,396-77.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |