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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 | $2,199 | $49,249-95.5% | $70,476-96.9% | $79,852-97.2% |
| Participation rate | 19.5% | 69.2%-49.7pp | 75.1%-55.5pp | 69.6%-50.1pp |
| Annual return | 32.22% | 30.09%+2.1pp | 109.12%-76.9pp | 31.72%+0.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $175 | $2,769-93.7% | $3,710-95.3% | $3,740-95.3% |
| Admin fee / account holder | $7 | $2,878-99.8% | $3,847-99.8% | $5,306-99.9% |