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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 | $3,156 | $72,273-95.6% | $101,275-96.9% | $79,856-96.0% |
| Participation rate | 5.8% | 68.5%-62.7pp | 75.8%-70.0pp | 69.6%-63.8pp |
| Annual return | 26.73% | 22.30%+4.4pp | 46.48%-19.7pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $74 | $3,282-97.8% | $4,371-98.3% | $3,741-98.0% |
| Admin fee / account holder | $249 | $4,401-94.3% | $5,948-95.8% | $5,306-95.3% |