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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 | $2,252 | $42,909-94.8% | $152,093-98.5% | $71,012-96.8% |
| Participation rate | 16.4% | 54.7%-38.3pp | 77.8%-61.4pp | 58.6%-42.2pp |
| Annual return | 23.06% | 30.57%-7.5pp | 66.36%-43.3pp | 37.67%-14.6pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $167 | $1,904-91.2% | $5,451-96.9% | $3,246-94.9% |
| Admin fee / account holder | $58 | $1,014-94.3% | $14,497-99.6% | $1,167-95.0% |