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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 | $3,888 | $56,894-93.2% | $84,753-95.4% | $62,881-93.8% |
| Participation rate | 9.7% | 68.5%-58.9pp | 76.6%-66.9pp | 69.3%-59.6pp |
| Annual return | 40.23% | 6.30%+33.9pp | 22.78%+17.4pp | 20.14%+20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $350 | $2,709-87.1% | $3,712-90.6% | $3,203-89.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |