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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 | $1,970 | $48,050-95.9% | $96,754-98.0% | $64,340-96.9% |
| Participation rate | 49.1% | 40.6%+8.6pp | 70.3%-21.1pp | 55.2%-6.1pp |
| Annual return | 19.27% | 23.41%-4.1pp | 82.04%-62.8pp | 24.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $234 | $2,191-89.3% | $4,758-95.1% | $2,980-92.2% |
| Admin fee / account holder | $78 | $3,741-97.9% | $8,905-99.1% | $3,703-97.9% |