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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 | $3,375 | $45,312-92.6% | $86,233-96.1% | $67,986-95.0% |
| Participation rate | 8.4% | 42.4%-34.0pp | 69.0%-60.6pp | 57.2%-48.8pp |
| Annual return | 29.22% | 24.79%+4.4pp | 61.39%-32.2pp | 31.67%-2.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $136 | $2,185-93.8% | $4,559-97.0% | $3,358-95.9% |
| Admin fee / account holder | $89 | $3,295-97.3% | $8,342-98.9% | $3,203-97.2% |