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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 | $1,450 | $112,729-98.7% | $98,716-98.5% | $137,256-98.9% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.3%-21.5pp | 80.0%-32.1pp |
| Annual return | 16.61% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $331 | $4,640-92.9% | $4,048-91.8% | $6,407-94.8% |
| Admin fee / account holder | $57 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |