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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 | $4,392 | $115,911-96.2% | $100,530-95.6% | $158,950-97.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 31.95% | 34.80%-2.8pp | 30.89%+1.1pp | 302.91%-271.0pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,283 | $6,676-80.8% | $6,271-79.5% | $5,983-78.6% |
| Admin fee / account holder | $12 | $10,999-99.9% | $8,083-99.8% | $11,248-99.9% |