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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 | $5,836 | $124,980-95.3% | $108,359-94.6% | $154,746-96.2% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 19.77% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $415 | $4,743-91.3% | $4,137-90.0% | $6,730-93.8% |
| Admin fee / account holder | $22 | $11,502-99.8% | $9,741-99.8% | $14,365-99.8% |