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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 | $3,424 | $58,099-94.1% | $76,902-95.5% | $75,177-95.4% |
| Participation rate | 37.5% | 63.9%-26.4pp | 69.6%-32.1pp | 67.2%-29.7pp |
| Annual return | 35.27% | 26.71%+8.6pp | 37.91%-2.6pp | 160.75%-125.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $902 | $2,999-69.9% | $3,833-76.5% | $4,126-78.1% |
| Admin fee / account holder | $106 | $4,778-97.8% | $5,479-98.1% | $5,651-98.1% |