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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 | $5,671 | $107,733-94.7% | $92,985-93.9% | $154,746-96.3% |
| Participation rate | 12.5% | 74.6%-62.1pp | 69.5%-57.0pp | 80.7%-68.2pp |
| Annual return | 27.11% | 30.39%-3.3pp | 27.99%-0.9pp | 172.34%-145.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $229 | $5,053-95.5% | $4,377-94.8% | $6,730-96.6% |
| Admin fee / account holder | $19 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |