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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 | $1,353 | $73,787-98.2% | $98,716-98.6% | $82,448-98.4% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 26.52% | 18.57%+8.0pp | 31.81%-5.3pp | 41.64%-15.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $424 | $3,081-86.3% | $4,048-89.5% | $4,139-89.8% |
| Admin fee / account holder | $96 | $6,500-98.5% | $8,703-98.9% | $7,234-98.7% |