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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 | $4,333 | $108,825-96.0% | $156,181-97.2% | $82,448-94.7% |
| Participation rate | 43.2% | 72.4%-29.2pp | 78.8%-35.6pp | 68.1%-24.9pp |
| Annual return | 44.26% | 20.59%+23.7pp | 64.87%-20.6pp | 41.64%+2.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $4,577-65.8% | $6,132-74.5% | $4,139-62.2% |
| Admin fee / account holder | $157 | $9,341-98.3% | $14,586-98.9% | $7,234-97.8% |