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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 | $4,710 | $95,453-95.1% | $112,040-95.8% | $82,448-94.3% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.5%-10.4pp | 68.1%-2.0pp |
| Annual return | 20.50% | 23.92%-3.4pp | 24.52%-4.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $969 | $4,224-77.1% | $5,098-81.0% | $4,139-76.6% |
| Admin fee / account holder | $279 | $9,013-96.9% | $12,098-97.7% | $7,234-96.1% |