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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 | $3,351 | $110,137-97.0% | $161,149-97.9% | $82,637-95.9% |
| Participation rate | 68.8% | 72.4%-3.6pp | 78.8%-10.1pp | 68.1%+0.7pp |
| Annual return | 23.32% | 20.69%+2.6pp | 21.16%+2.2pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $685 | $4,575-85.0% | $6,153-88.9% | $4,126-83.4% |
| Admin fee / account holder | $35 | $9,467-99.6% | $15,194-99.8% | $7,339-99.5% |