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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 | $4,711 | $67,606-93.0% | $82,313-94.3% | $70,124-93.3% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 22.14% | 21.57%+0.6pp | 25.88%-3.7pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,125 | $2,987-62.3% | $3,706-69.6% | $3,332-66.2% |
| Admin fee / account holder | $101 | $4,512-97.8% | $5,608-98.2% | $4,645-97.8% |