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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 | $5,505 | $57,590-90.4% | $86,233-93.6% | $82,448-93.3% |
| Participation rate | 6.7% | 57.9%-51.2pp | 69.0%-62.4pp | 68.1%-61.4pp |
| Annual return | 29.28% | 22.41%+6.9pp | 61.39%-32.1pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $160 | $3,080-94.8% | $4,559-96.5% | $4,139-96.1% |
| Admin fee / account holder | $32 | $4,730-99.3% | $8,342-99.6% | $7,234-99.6% |