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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 | $3,514 | $57,073-93.8% | $85,126-95.9% | $80,925-95.7% |
| Participation rate | 14.3% | 56.4%-42.1pp | 67.5%-53.2pp | 67.7%-53.4pp |
| Annual return | 28.91% | 21.69%+7.2pp | 66.63%-37.7pp | 35.65%-6.7pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $273 | $3,113-91.2% | $4,523-94.0% | $4,299-93.7% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |