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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 | $3,987 | $88,996-95.5% | $78,004-94.9% | $138,895-97.1% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.4%-7.9pp | 79.9%-18.4pp |
| Annual return | 24.45% | 28.03%-3.6pp | 31.07%-6.6pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,024 | $4,724-78.3% | $4,092-75.0% | $6,396-84.0% |
| Admin fee / account holder | $190 | $8,807-97.8% | $7,578-97.5% | $12,562-98.5% |