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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 | $5,174 | $54,541-90.5% | $78,778-93.4% | $70,126-92.6% |
| Participation rate | 34.6% | 60.8%-26.2pp | 69.2%-34.6pp | 69.5%-34.9pp |
| Annual return | 16.18% | 21.07%-4.9pp | 35.62%-19.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $767 | $2,210-65.3% | $2,958-74.1% | $3,332-77.0% |
| Admin fee / account holder | $28 | $3,709-99.3% | $5,134-99.5% | $4,645-99.4% |