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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 | $3,373 | $77,449-95.6% | $69,483-95.1% | $152,909-97.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.6%-37.1pp | 82.5%-45.0pp |
| Annual return | 20.86% | 39.09%-18.2pp | 28.99%-8.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $115 | $4,415-97.4% | $3,537-96.8% | $5,851-98.0% |
| Admin fee / account holder | $12 | $6,210-99.8% | $3,841-99.7% | $11,601-99.9% |