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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 | $2,735 | $57,119-95.2% | $85,187-96.8% | $80,935-96.6% |
| Participation rate | 37.0% | 56.4%-19.4pp | 67.5%-30.5pp | 67.7%-30.6pp |
| Annual return | 14.68% | 21.70%-7.0pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $508 | $3,115-83.7% | $4,525-88.8% | $4,299-88.2% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |