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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 | $6,185 | $56,544-89.1% | $75,501-91.8% | $70,124-91.2% |
| Participation rate | 8.6% | 68.1%-59.5pp | 72.4%-63.8pp | 69.5%-60.9pp |
| Annual return | 28.57% | 23.59%+5.0pp | 27.35%+1.2pp | 73.14%-44.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $382 | $2,580-85.2% | $3,142-87.8% | $3,332-88.5% |
| Admin fee / account holder | $25 | $3,827-99.3% | $5,801-99.6% | $4,645-99.5% |