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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 | $3,208 | $77,896-95.9% | $134,172-97.6% | $82,448-96.1% |
| Participation rate | 52.7% | 62.8%-10.1pp | 72.5%-19.7pp | 68.1%-15.3pp |
| Annual return | 28.96% | 18.21%+10.7pp | 25.30%+3.7pp | 41.64%-12.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $851 | $3,162-73.1% | $4,690-81.9% | $4,139-79.4% |
| Admin fee / account holder | $99 | $6,336-98.4% | $12,016-99.2% | $7,234-98.6% |