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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 | $5,402 | $58,099-90.7% | $76,872-93.0% | $75,173-92.8% |
| Participation rate | 53.8% | 63.9%-10.0pp | 69.6%-15.7pp | 67.2%-13.4pp |
| Annual return | 15.27% | 26.71%-11.4pp | 37.90%-22.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $713 | $2,999-76.2% | $3,832-81.4% | $4,126-82.7% |
| Admin fee / account holder | $54 | $4,778-98.9% | $5,476-99.0% | $5,651-99.1% |