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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 | $2,856 | $48,078-94.1% | $78,676-96.4% | $62,881-95.5% |
| Participation rate | 8.1% | 65.2%-57.1pp | 73.6%-65.5pp | 69.3%-61.2pp |
| Annual return | 8.97% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $224 | $2,587-91.3% | $3,517-93.6% | $3,203-93.0% |
| Admin fee / account holder | $31 | $3,206-99.0% | $4,510-99.3% | $4,296-99.3% |