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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 | $4,253 | $69,444-93.9% | $92,985-95.4% | $87,485-95.1% |
| Participation rate | 12.0% | 63.3%-51.3pp | 69.5%-57.5pp | 68.9%-56.9pp |
| Annual return | 26.73% | 23.85%+2.9pp | 27.99%-1.3pp | 26.06%+0.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $172 | $3,364-94.9% | $4,377-96.1% | $4,274-96.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |