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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 | $126,661-97.9% | $113,397-97.6% | $138,895-98.0% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.5%-31.0pp | 79.9%-34.5pp |
| Annual return | 28.16% | 25.05%+3.1pp | 23.20%+5.0pp | 145.39%-117.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $624 | $5,693-89.0% | $5,076-87.7% | $6,396-90.2% |
| Admin fee / account holder | $212 | $14,549-98.5% | $11,957-98.2% | $12,562-98.3% |