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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 | $1,145 | $37,446-96.9% | $77,513-98.5% | $79,852-98.6% |
| Participation rate | 52.9% | 41.5%+11.4pp | 54.2%-1.3pp | 69.6%-16.7pp |
| Annual return | 19.62% | 39.76%-20.1pp | 54.81%-35.2pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $106 | $1,261-91.6% | $1,861-94.3% | $3,740-97.2% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |