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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 | $124,425-97.4% | $112,040-97.1% | $137,256-97.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 28.03% | 24.72%+3.3pp | 24.52%+3.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,263 | $5,718-77.9% | $5,098-75.2% | $6,407-80.3% |
| Admin fee / account holder | $37 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |