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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 | $5,706 | $81,331-93.0% | $155,534-96.3% | $80,935-92.9% |
| Participation rate | 9.1% | 66.3%-57.2pp | 78.2%-69.1pp | 67.7%-58.6pp |
| Annual return | 17.02% | 33.37%-16.3pp | 64.92%-47.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $286 | $3,454-91.7% | $5,630-94.9% | $4,299-93.4% |
| Admin fee / account holder | $68 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |