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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 | $106,588-94.7% | $94,215-94.0% | $155,188-96.3% |
| Participation rate | 12.5% | 74.3%-61.8pp | 70.0%-57.5pp | 80.8%-68.3pp |
| Annual return | 27.11% | 29.39%-2.3pp | 28.22%-1.1pp | 148.84%-121.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $229 | $4,802-95.2% | $4,276-94.7% | $6,531-96.5% |
| Admin fee / account holder | $19 | $12,281-99.8% | $10,216-99.8% | $14,480-99.9% |