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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 | $5,699 | $79,894-92.9% | $135,792-95.8% | $82,637-93.1% |
| Participation rate | 45.7% | 63.0%-17.3pp | 72.6%-26.9pp | 68.1%-22.3pp |
| Annual return | 22.50% | 17.20%+5.3pp | 25.96%-3.5pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $752 | $3,194-76.5% | $4,759-84.2% | $4,126-81.8% |
| Admin fee / account holder | $80 | $6,434-98.8% | $12,266-99.3% | $7,339-98.9% |