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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 | $4,273 | $72,027-94.1% | $185,835-97.7% | $79,852-94.6% |
| Participation rate | 14.8% | 65.8%-51.0pp | 78.0%-63.2pp | 69.6%-54.8pp |
| Annual return | 28.98% | 23.13%+5.9pp | 35.96%-7.0pp | 31.72%-2.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $352 | $3,780-90.7% | $5,633-93.8% | $3,740-90.6% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,502-99.8% | $5,306-99.6% |