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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 | $1,408 | $84,953-98.3% | $163,379-99.1% | $82,637-98.3% |
| Participation rate | 53.7% | 65.9%-12.3pp | 76.8%-23.2pp | 68.1%-14.4pp |
| Annual return | 20.39% | 23.07%-2.7pp | 63.41%-43.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $202 | $4,326-95.3% | $6,282-96.8% | $4,126-95.1% |
| Admin fee / account holder | $43 | $7,921-99.5% | $9,818-99.6% | $7,339-99.4% |