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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 | $5,069 | $108,825-95.3% | $156,181-96.8% | $82,448-93.9% |
| Participation rate | 20.7% | 72.4%-51.7pp | 78.8%-58.1pp | 68.1%-47.4pp |
| Annual return | 22.25% | 20.59%+1.7pp | 64.87%-42.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $264 | $4,577-94.2% | $6,132-95.7% | $4,139-93.6% |
| Admin fee / account holder | $230 | $9,341-97.5% | $14,586-98.4% | $7,234-96.8% |