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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 | $5,099 | $65,582-92.2% | $64,101-92.0% | $71,511-92.9% |
| Participation rate | 10.5% | 73.2%-62.7pp | 72.3%-61.8pp | 67.9%-57.5pp |
| Annual return | 18.91% | 18.96%-0.1pp | 33.72%-14.8pp | 28.86%-9.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $322 | $3,628-91.1% | $3,881-91.7% | $4,291-92.5% |
| Admin fee / account holder | $229 | $616-62.8% | $3,070-92.5% | $1,588-85.6% |