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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 | $3,616 | $51,202-92.9% | $70,548-94.9% | $75,181-95.2% |
| Participation rate | 5.3% | 61.0%-55.7pp | 68.3%-63.1pp | 67.2%-61.9pp |
| Annual return | 30.13% | 30.05%+0.1pp | 32.78%-2.7pp | 160.69%-130.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $99 | $2,850-96.5% | $4,567-97.8% | $4,126-97.6% |
| Admin fee / account holder | $10 | $4,094-99.8% | $6,424-99.8% | $5,650-99.8% |