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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 | $4,248 | $126,661-96.6% | $113,397-96.3% | $138,895-96.9% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.5%-8.1pp | 79.9%-11.5pp |
| Annual return | 20.47% | 25.05%-4.6pp | 23.20%-2.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,016 | $5,693-82.2% | $5,076-80.0% | $6,396-84.1% |
| Admin fee / account holder | $190 | $14,549-98.7% | $11,957-98.4% | $12,562-98.5% |