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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 | $5,829 | $78,423-92.6% | $95,964-93.9% | $79,856-92.7% |
| Participation rate | 11.5% | 73.5%-62.0pp | 77.1%-65.5pp | 69.6%-58.1pp |
| Annual return | 24.61% | 19.37%+5.2pp | 91.64%-67.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $356 | $3,440-89.6% | $4,167-91.5% | $3,741-90.5% |
| Admin fee / account holder | $17 | $5,622-99.7% | $6,797-99.7% | $5,306-99.7% |