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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 | $5,552 | $100,970-94.5% | $96,576-94.3% | $137,256-96.0% |
| Participation rate | 61.5% | 82.6%-21.1pp | 81.4%-19.9pp | 80.0%-18.4pp |
| Annual return | 22.73% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,234 | $8,286-85.1% | $7,956-84.5% | $6,407-80.7% |
| Admin fee / account holder | $77 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |