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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 | $5,456 | $106,749-94.9% | $145,433-96.2% | $82,448-93.4% |
| Participation rate | 62.9% | 75.6%-12.8pp | 82.1%-19.3pp | 68.1%-5.2pp |
| Annual return | 24.68% | 27.59%-2.9pp | 66.58%-41.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,015 | $6,519-84.4% | $7,897-87.2% | $4,139-75.5% |
| Admin fee / account holder | $121 | $8,390-98.6% | $13,129-99.1% | $7,234-98.3% |