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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 | $3,195 | $126,661-97.5% | $113,397-97.2% | $138,895-97.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 28.03% | 25.05%+3.0pp | 23.20%+4.8pp | 145.39%-117.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,263 | $5,693-77.8% | $5,076-75.1% | $6,396-80.3% |
| Admin fee / account holder | $37 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |