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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 | $3,149 | $81,487-96.1% | $102,412-96.9% | $80,935-96.1% |
| Participation rate | 61.0% | 66.8%-5.9pp | 74.5%-13.5pp | 67.7%-6.7pp |
| Annual return | 13.82% | 25.60%-11.8pp | 24.94%-11.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $664 | $3,871-82.8% | $5,060-86.9% | $4,299-84.6% |
| Admin fee / account holder | $80 | $6,717-98.8% | $8,388-99.0% | $6,924-98.8% |