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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 | $5,933 | $57,828-89.7% | $117,039-94.9% | $70,126-91.5% |
| Participation rate | 12.9% | 67.1%-54.2pp | 77.2%-64.3pp | 69.5%-56.6pp |
| Annual return | 20.05% | 17.55%+2.5pp | 18.95%+1.1pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $191 | $2,438-92.1% | $3,929-95.1% | $3,332-94.3% |
| Admin fee / account holder | $88 | $3,548-97.5% | $5,974-98.5% | $4,645-98.1% |