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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 | $3,875 | $36,767-89.5% | $81,478-95.2% | $62,293-93.8% |
| Participation rate | 42.6% | 54.4%-11.9pp | 68.0%-25.4pp | 69.5%-26.9pp |
| Annual return | 17.39% | 173.80%-156.4pp | 38.78%-21.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $321 | $1,128-71.6% | $2,568-87.5% | $2,042-84.3% |
| Participant deferral / active EE | $599 | $2,111-71.6% | $3,537-83.1% | $3,169-81.1% |
| Admin fee / account holder | $244 | $797-69.4% | $4,561-94.6% | $479-49.0% |