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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 | $2,595 | $65,582-96.0% | $64,099-96.0% | $71,495-96.4% |
| Participation rate | 43.4% | 73.2%-29.7pp | 72.3%-28.9pp | 67.9%-24.5pp |
| Annual return | 14.65% | 18.96%-4.3pp | 33.70%-19.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,748-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $184 | $3,628-94.9% | $3,881-95.2% | $4,291-95.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |