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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 | $2,718 | $136,860-98.0% | $120,344-97.7% | $154,746-98.2% |
| Participation rate | 45.5% | 79.9%-34.4pp | 76.7%-31.3pp | 80.7%-35.2pp |
| Annual return | 28.16% | 21.38%+6.8pp | 20.30%+7.9pp | 172.34%-144.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $624 | $5,793-89.2% | $5,135-87.8% | $6,730-90.7% |
| Admin fee / account holder | $212 | $15,393-98.6% | $12,742-98.3% | $14,365-98.5% |