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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 | $4,312 | $117,895-96.3% | $102,460-95.8% | $145,897-97.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 9.13% | 31.92%-22.8pp | 29.47%-20.3pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,079 | $5,736-81.2% | $5,056-78.7% | $6,689-83.9% |
| Admin fee / account holder | $264 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |