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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 | $2,876 | $96,965-97.0% | $97,995-97.1% | $147,586-98.1% |
| Participation rate | 57.1% | 83.6%-26.5pp | 82.4%-25.2pp | 82.8%-25.7pp |
| Annual return | 26.34% | 24.11%+2.2pp | 23.94%+2.4pp | 578.59%-552.2pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $707 | $5,081-86.1% | $5,097-86.1% | $5,439-87.0% |
| Admin fee / account holder | $79 | $8,120-99.0% | $5,943-98.7% | $10,886-99.3% |