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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 | $5,182 | $55,889-90.7% | $76,119-93.2% | $80,935-93.6% |
| Participation rate | 59.7% | 62.1%-2.4pp | 69.1%-9.4pp | 67.7%-8.0pp |
| Annual return | 12.06% | 20.58%-8.5pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $634 | $3,051-79.2% | $4,259-85.1% | $4,299-85.3% |
| Admin fee / account holder | $75 | $5,241-98.6% | $6,421-98.8% | $6,924-98.9% |