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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 | $3,586 | $45,343-92.1% | $150,298-97.6% | $67,986-94.7% |
| Participation rate | 15.3% | 51.9%-36.6pp | 77.8%-62.5pp | 57.2%-41.9pp |
| Annual return | 15.96% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $125 | $2,055-93.9% | $5,453-97.7% | $3,358-96.3% |
| Admin fee / account holder | $22 | $2,250-99.0% | $14,116-99.8% | $3,203-99.3% |