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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 | $1,866 | $88,996-97.9% | $78,004-97.6% | $138,895-98.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 32.28% | 28.03%+4.2pp | 31.07%+1.2pp | 145.39%-113.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $515 | $4,724-89.1% | $4,092-87.4% | $6,396-92.0% |
| Admin fee / account holder | $252 | $8,807-97.1% | $7,578-96.7% | $12,562-98.0% |