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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 | $3,239 | $63,764-94.9% | $81,926-96.0% | $79,858-95.9% |
| Participation rate | 17.5% | 67.5%-50.0pp | 72.0%-54.4pp | 69.6%-52.1pp |
| Annual return | 34.77% | 22.66%+12.1pp | 29.49%+5.3pp | 31.72%+3.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $272 | $2,780-90.2% | $7,108-96.2% | $3,740-92.7% |
| Admin fee / account holder | $10 | $4,426-99.8% | $5,159-99.8% | $5,306-99.8% |