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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 | $4,398 | $110,307-96.0% | $96,576-95.4% | $139,456-96.8% |
| Participation rate | 13.0% | 78.1%-65.1pp | 76.0%-62.9pp | 80.3%-67.3pp |
| Annual return | 25.79% | 26.40%-0.6pp | 25.87%-0.1pp | 373.45%-347.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $495 | $5,547-91.1% | $4,851-89.8% | $6,711-92.6% |
| Admin fee / account holder | $31 | $11,597-99.7% | $8,253-99.6% | $11,407-99.7% |